Keyword: Succession planning

133 results found

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

hands passing the baton, business and sports, business succession

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

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Availability of capital is influencing acquisitions

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FINRA issues new guidance on brokerage business succession planning

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Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams

Tips for advisors starting the succession planning process

Thinking about retirement doesn't have to be difficult

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:04
Practice assessment tips for advisors working on succession

An expert explains how and why to prepare details about your practice and clients

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:02
Choosing and working with a successor for your practice

Tips for finding the right person

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:00
retirement gameplan

Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan

  • By: Katie Keir
  • November 22, 2021 November 4, 2022
  • 00:08