Set goals and start planning early
Ask yourself these six questions first
Accentuate the positive; frame the transition as a merger and a positive step for clients
Halifax advisor Bill Moffat can spend years preparing a business for sale
Passing along the family vacation property touches all aspects of wealth management planning
Four things to include in a good succession plan
Many advisors neglecting to create a succession plan for their own businesses
Planners can play an important role in helping family businesses develop a succession plan
Should you pass your financial advisory practice on to your children? That depends on your practice, and on your children. Experts — and advisors who have made the transition — offer tips on what has worked