Succession planning | Investment Executive https://www.investmentexecutive.com/tag/succession-planning/ Canada's news source for financial professionals Mon, 16 Feb 2026 19:06:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Succession planning | Investment Executive https://www.investmentexecutive.com/tag/succession-planning/ 32 32 Plan the ending before planning the handoff https://www.investmentexecutive.com/soundbites/practice-management-soundbites/plan-the-ending-before-planning-the-handoff/ Tue, 17 Feb 2026 18:01:25 +0000 https://www.investmentexecutive.com/?p=531509 John Novachis of Investment Planning Counsel says succession planning starts with having the end in mind

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]]> Transcript: Plan the ending before planning the handoff https://www.investmentexecutive.com/soundbites/transcripts/transcript-plan-the-ending-before-planning-the-handoff/ Tue, 17 Feb 2026 18:01:23 +0000 https://www.investmentexecutive.com/?p=531512 John Novachis of Investment Planning Counsel says succession planning starts with having the end in mind

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]]> Transcript: When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/transcripts/transcript-when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:57 +0000 https://www.investmentexecutive.com/?p=525450 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

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]]> When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/practice-management-soundbites/when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:22 +0000 https://www.investmentexecutive.com/?p=525429 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

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]]> The evolution of succession planning https://www.investmentexecutive.com/newspaper_/advisors-report-card/the-evolution-of-succession-planning/ Thu, 13 Nov 2025 19:14:56 +0000 https://www.investmentexecutive.com/?p=525020 Advisors, firms have gotten better at planning exits over the past decade

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]]> Advisors getting more serious about succession planning https://www.investmentexecutive.com/newspaper_/dealers-report-card/advisors-getting-more-serious-about-succession-planning/ Fri, 12 Sep 2025 13:19:00 +0000 https://www.investmentexecutive.com/?p=519508 More firms are investing in this area, but advisors are asking for more hands-on guidance

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]]> Majority of clients have concerns about their financial advisor’s succession: study   https://www.investmentexecutive.com/news/majority-of-clients-have-concerns-about-their-financial-advisors-succession-study/ Tue, 08 Jul 2025 20:46:57 +0000 https://www.investmentexecutive.com/?p=514790 Market volatility, state of economy causing some independent advisors to delay their succession plans

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]]> Succession planning: Complete sales vs. partial sales  https://www.investmentexecutive.com/news/research-and-markets/succession-planning-complete-sales-vs-partial-sales/ Mon, 16 Jun 2025 17:10:20 +0000 https://www.investmentexecutive.com/?p=512704 Key considerations to put together a plan that works for you

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]]> Branch advisors’ role in contingency planning for their books https://www.investmentexecutive.com/newspaper_/report-card-on-banks/branch-advisors-role-in-contingency-planning-for-their-books/ Tue, 15 Oct 2024 12:46:54 +0000 https://www.investmentexecutive.com/?p=494476 How big banks ensure a smooth transition from one branch advisor to another

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]]> Planning still in the spotlight https://www.investmentexecutive.com/newspaper_/brokerage-report-card/planning-still-in-the-spotlight/ Wed, 05 Jun 2024 13:19:00 +0000 https://www.investmentexecutive.com/?p=486908 Support for both financial planning and succession planning by advisors remain areas of interest

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