Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Sounding the Alarm
By Eliza De Pardo, Dan InveenLately an advisor can rarely open a trade publication without coming across at least one article focusing on succession planning.
October 25, 2011
How Do You Transition More Clients Than You Have? By Doing It RightLarger advisory firms usually get that way by offering better services than smaller ones.
October 14, 2011
What’s Your Practice Worth? FP Transitions’ Latest FindingsMarketplace demand for advisory practices is rising, said David Grau Sr. and Jr., while prices for practices are slipping. The father and son principals of FP Transitions say the market is better than for other professional practices.
July 01, 2011
Finding Success in Succession PlanningTiburon Strategic Advisors finds half of advisors over the age of 50 intend to sell their businesses upon retirement.
April 20, 2011
What's your business succession plan?Many independent producers work with clients on business succession planning matters. Let's put the shoe on the other foot for a moment.
April 20, 2011
What's your business succession plan?Many independent producers work with clients on business succession planning matters. Let's put the shoe on the other foot for a moment.
October 28, 2010
AIG: Chairman Potential Interim CEOAmerican 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.