Keyword: Succession planning

138 results found
Signing bank documents

There's more than one approach to advisor succession

  • By: Mark Burgess
  • September 21, 2023 September 21, 2023
  • 15:48
Signing bank documents

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

succession-planning

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

advisor and client meeting

A report from the Family Entreprise Foundation offers ideas to prepare the next generation

  • By: IE Staff
  • June 15, 2023 June 15, 2023
  • 17:02
different generations

Clients have until end of year to take advantage of looser C-208 rules

succession-planning

The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

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

Availability of capital is influencing acquisitions

senior colleague back to work with face mask greeting on each other in office morning stock photo

FINRA issues new guidance on brokerage business succession planning