Succession planning | Investment Executive https://www.investmentexecutive.com/tag/succession-planning/ Canada's news source for financial professionals Tue, 18 Nov 2025 19:46:44 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 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 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

The post Transcript: When tragedy strikes, will your business continuity plan kick in? appeared first on Investment Executive.

]]> 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

The post When tragedy strikes, will your business continuity plan kick in? appeared first on Investment Executive.

]]> 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

The post The evolution of succession planning appeared first on Investment Executive.

]]> 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

The post Advisors getting more serious about succession planning appeared first on Investment Executive.

]]> 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

The post Majority of clients have concerns about their financial advisor’s succession: study   appeared first on Investment Executive.

]]> 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

The post Succession planning: Complete sales vs. partial sales  appeared first on Investment Executive.

]]> 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

The post Branch advisors’ role in contingency planning for their books appeared first on Investment Executive.

]]> 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

The post Planning still in the spotlight appeared first on Investment Executive.

]]> Berkshire Hathaway event gives good view of Warren Buffett’s successor https://www.investmentexecutive.com/news/industry-news/berkshire-hathaway-event-gives-good-view-of-warren-buffetts-successor/ Mon, 06 May 2024 14:08:14 +0000 https://www.investmentexecutive.com/?p=485281 The event also raised new questions about the company's succession plan

The post Berkshire Hathaway event gives good view of Warren Buffett’s successor appeared first on Investment Executive.

]]> Rep incorporation proposals prove to be sticky wicket https://www.investmentexecutive.com/news/from-the-regulators/rep-incorporation-proposals-prove-to-be-sticky-wicket/ Mon, 08 Apr 2024 21:26:46 +0000 https://www.investmentexecutive.com/?p=483358 Industry divided on, investor advocates opposed to, reforms

The post Rep incorporation proposals prove to be sticky wicket appeared first on Investment Executive.

]]>