Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Solving Succession Planning Via M&A: Getting Started
By Greg FriedmanIf youre thinking about your succession planning options, RIA firm owner, consider a merger or acquisition. But first ask yourself some important questions.
January 24, 2013
Demand grows for business succession planningMost planning professionals expecting growth in next five years, survey says.
January 23, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.
January 22, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.
January 16, 2013
Incoming fiduciary standards likely to level commissionsA report forecasts more advisors will also adopt a fee-for-service model to cover higher costs.
December 14, 2012
Get a plan, manSuccession planning should be top of mind for independent financial advisors, but for too many its something to think about at a later date.
November 19, 2012
DFA Partners With Dave DeVoe on New Succession Planning ProgramThe new program aims to help its advisors develop written succession plans, and theyll get a valuation of their firms worth from Dave DeVoe.
August 17, 2012
Friedman’s 3 Realistic Steps to Succession PlanningSure, you know all the reasons for having a succession plan in place, but you still havent done it. Try following these three steps to get you moving.