Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
5 Steps to Stepping Down From Your Firm
By Emily ZulzNearly 70,000 advisors with more than $2 trillion in assets under management will retire over the next decade, but few have plans in place.
October 16, 2014
The succession planning mirage, and the alternativeIndustry studies still find the overwhelming majority of advisors have no succession plan. Is the succession planning crisis actually a mirage?
October 16, 2014
The succession planning mirage, and the alternativeIndustry studies still find the overwhelming majority of advisors have no succession plan. Is the succession planning crisis actually a mirage?
October 07, 2014
The Succession Planning Mirage, and the AlternativeFew advisors have made actual succession plans, but there might be a very good reason for this.
September 12, 2014
Advisor M&A, the Alpha WayWhat separates the best from the rest is of particular concern to advisors seeking to extract value from the practices they've devoted their careers to.
July 22, 2014
Merrill’s New Training Could Put Advisors in ‘Sticky’ SituationThe program is intended to help advisors with succession, but it could make it harder for advisors and clients to leave, Mark Elzweig says.
July 02, 2014
JPMorgan Investors Show Support for Dimon in Cancer FightJPMorgan Chase CEO Jamie Dimon will start treatment for throat cancer, raising new questions about succession plans at the biggest U.S. bank.
June 06, 2014
Slow and Steady Wins the Succession PlanWe see it as a process, not a triggering event; not something that just happens and then its all done, LPL's Richard Dragotta said.