Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Credentials Boost Planners' Confidence and Client Base: Survey
By Michael S. FischerContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
January 25, 2024
6 Mistakes RIAs Make With Succession PlanningIt's vital to understand potential pitfalls to mitigate risks and effectively implement an exit strategy.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 10, 2024
8 Steps for a Smooth SuccessionDone effectively, this process can secure the legacy of the business and position it for sustained success.
January 09, 2024
Business or Practice? The Critical Question RIAs Must AskFirms that operate as businesses have a distinct succession planning advantage. Here's how to get there.
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.
January 08, 2024
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?Many of the places advisors wanted to break away from have adjusted their models and modernized.
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.