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RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs

Added on October 2022 in Plan for the Future
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Summary: [Podcast] In this episode of the RIA Edge Podcast, Mark Bruno, managing director at Informa Wealth Management, speaks with Carolyn Armitage, head of Thrivent Advisor Network, about the importance of creating a succession plan—and ultimately, the best and worst practices for putting a formal succession plan in place.

When Top Advisors Leave Their Firms

Added on August 2022 in Plan for the Future
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Summary: When it comes to advisor movement, the disruption and hassle of changing firms or models are real. So, the upside in a new opportunity must be significant; the move must solve for frustrations and limitations an advisor may be experiencing.

Successions Must 'Look Like Synchronized Swimming'

Added on July 2022 in Plan for the Future
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Summary: Many financial advisors put off their succession planning until it’s too late because they aren’t ready to face the end of their career, can’t decide on a plan or simply haven’t gotten around to doing it.Building a succession plan involves four steps, according to Bev Flaxington, co-founder of consulting firm The Collaborative.

 

Is Declining Advisor Headcount at a Tipping Point?

Added on July 2022 in Plan for the Future
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Summary: Nearly 40 percent of financial advisors plan to retire in the next 10 years, and overall advisor headcount growth is starting to decline. As a result, an opportunity could be at hand for younger advisors.

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Why Half of Mercer's 500 Advisors Are Women

Added on June 2022 in Plan for the Future
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SummaryMercer Advisors is uncommon in an industry that “sorely struggles with diversity,” as CEO Dave Welling frames it. Indeed, about half of Mercer’s 500 advisors are women, he tells ThinkAdvisor in an interview.

 
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