Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
AIG: Chairman Potential Interim CEO
By Arthur D. PostalAmerican International Group (AIG) Inc. Chairman Steve Miller will become the company's interim president and chief executive officer (CEO) if AIG CEO Robert Benmosche steps down because of illness, the AIG board says.
July 01, 2010
Succession Planning: Buying and Selling Wealth Management PracticesAsnoted in the lead story of this special section on succession planning, "Planning for Your Future, 2010 could be the biggest year ever for mergers...
June 03, 2010
TD AMERITRADE Survey: Majority of RIAs Lack a Succession PlanMany advisors have been unable to identify a qualified successor.
June 03, 2010
TD Ameritrade Survey: Majority of RIAs Lack Succession PlanMost independent RIAs have not planned for the formal succession of their businesses, according to a survey of 500 RIAs released on June 2, by TD Ameritrade.
March 15, 2010
Succession Planning: Sooner Is BetterSuccession planning can help RIAs build strong and more valuable practices.
February 24, 2010
Web Exclusive: Succession PlanningBrian Heapps urges financial professionals to act on the same kinds of forward-thinking advice they give their clients.
February 23, 2010
Career-Long Succession Planning = Good Practice ManagementToday's succession planning is an important career-long activity that promotes good practice management.
February 22, 2010
Career-Long Succession Planning = Good Practice ManagementToday's succession planning is an important career-long activity that promotes good practice management.