Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Beyond the Buzzwords
By John SullivanYou are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi, said Investment Advisor Group Editorial Director Jamie Green.
June 26, 2012
The Financial Upside of Succession PlanningAs a smart financial advisor, you want to maximize the value of your most valuable assetyour practice.
June 11, 2012
Constructing the Right Exit PlanTo realize the most profit from your business, treat yourself like a client.
June 11, 2012
Constructing the Right Exit PlanTo realize the most profit from your business, treat yourself like a client.
June 05, 2012
Fidelity Offers Advisors Succession Planning WorkshopsSuccession planning: its never easy, which is why more often than not it isnt properly done.
May 22, 2012
Smaller Pieces Make a Bigger PieAcross all stages of development, better-performing advisory firms distribute equity more broadly among their team members.
May 22, 2012
Busy Agenda for FPA, Starting With Membership DropI recently sat down with two leaders of the Financial Planning AssociationMarv Tuttle, executive director and CEO, and Paul Auslander, FPAs presidentto talk about the top issues facing advisors.
May 15, 2012
NFP Poll: More than 4 in 10 Advisors Lack an Exit PlanOf those advisors who are within two years of transitioning their practice to a successor, 42% lack a succession plan, the survey says. An additional 13% have a plan but do not have all the elements in place to execute.