John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets
John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets
Advisors, firms have gotten better at planning exits over the past decade
More firms are investing in this area, but advisors are asking for more hands-on guidance
Market volatility, state of economy causing some independent advisors to delay their succession plans
Key considerations to put together a plan that works for you
How big banks ensure a smooth transition from one branch advisor to another
Support for both financial planning and succession planning by advisors remain areas of interest
The event also raised new questions about the company's succession plan
Industry divided on, investor advocates opposed to, reforms