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Summary: Mary Ann Buchanan will interview Tanya Rapacz, Founder of The Partnership Resource and Harvard- trained negotiator who co-founded, merged and then ultimately sold her RIA.
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Summary: Mary Ann Buchanan will interview Tanya Rapacz, Founder of The Partnership Resource and Harvard- trained negotiator who co-founded, merged and then ultimately sold her RIA.
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Summary: Only 37% of advisers have an adequate succession plan, according to a new FA Insight report on succession planning, a statistic that is little changed since 2011. What's holding advisers back, they say, are concerns that clients won't be cared for, that retirement is a long way off or that the planning process takes too long.
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Summary: When Bill Martin recently donned a pair of virtual reality goggles at Fidelity Investments’ client advisory council meeting in Boston, he was skeptical about whether the technology would be of any use for financial advisors.
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Summary: The bullish markets and aging baby boomers have fueled remarkable practice growth over the last decade. Since many advisers are also baby boomers, adding advisers to handle a growing client base or provide succession planning options is essential for the growth and continuity of their practices. But most of these advisers are not ready to retire, and some plan to die with their boots on.
