Few owners have a formal written succession plan
Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain
Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations
After decades of helping clients plan for retirement, do you have a plan of your own?
The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice
The emotional aspects of making the transition to retirement can be the most challenging of all. The cases of two advisors demonstrate the importance of defining what retirement means to you
The capital will allow the startup to grow its sales and marketing teams, expand into the U.S. market, and expand its product offerings
The regulator released a video providing advice for senior investors on what to consider when their existing advisor retires
Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly
Several factors, both internal and external, will determine when you should sell your practice. To help ensure you make the right decision, you must ask yourself some key questions