Keyword: Succession planning

110 results found
middle-aged man celebrating birthday with friends

Few owners have a formal written succession plan

businessman analyzing investment charts with laptop

Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain

senior golfers, three mixed couples

Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors' expectations

smiling middle aged man in office

After decades of helping clients plan for retirement, do you have a plan of your own?

mature businessman thinking at desk in office

The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice

hands passing the baton, business and sports, business succession

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

Insurance industry must step up succession planning efforts

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