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Keyword: Succession planning

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Man and woman sitting in cafeteria discussing finance for the month. Stressed couple looking at bills sitting in restaurant wearing uniform apron. Cafe staff sitting together looking at expenses and bills. (Man and woman sitting in cafeteria discussi

Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Availability of capital is influencing acquisitions

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FINRA issues new guidance on brokerage business succession planning

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Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams

Tips for advisors starting the succession planning process

Thinking about retirement doesn't have to be difficult

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:04
Practice assessment tips for advisors working on succession

An expert explains how and why to prepare details about your practice and clients

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:02
Choosing and working with a successor for your practice

Tips for finding the right person

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:00
retirement gameplan

Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan

  • By: Katie Keir
  • November 22, 2021 November 4, 2022
  • 00:08
hands passing the baton, business and sports, business succession

The succession planning process can be difficult, so plan ahead as much as possible

succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:29