Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Endangered Supply
By Eliza De Pardo, Dan InveenRecovery continues for financial advisory firms.
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.
September 01, 2010
People and Pay: Use the Lebron Rule of RetentionWhen LeBron James announced his game-changing move to the Miami Heat from his once beloved Cleveland Cavaliers, owners, players, fans and even casual observers took...
July 01, 2010
Editor's Note: Of Vacuums and Flattery"Capitalism abhors a vacuum." I heard that phrase for the first time in a radio interview with Michael Okrent, the journalist and writer, who recently...
July 01, 2010
Succession Planning: Buying and Selling Wealth Management PracticesAsnoted in the lead story of this special section on succession planning, "Planning for Your Future, 2010 could be the biggest year ever for mergers...
June 03, 2010
TD AMERITRADE Survey: Majority of RIAs Lack a Succession PlanMany advisors have been unable to identify a qualified successor.
June 03, 2010
TD Ameritrade Survey: Majority of RIAs Lack Succession PlanMost independent RIAs have not planned for the formal succession of their businesses, according to a survey of 500 RIAs released on June 2, by TD Ameritrade.