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Summary: For those who run their own registered investment advisers, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.
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Summary: An advisory firm is the practice owner's baby, and that person may have spent his or her entire career building the business, but that inevitable day is fast approaching when thought must be given to a successor
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Summary: Some call them millennials, others call them Gen Y. Some even call them echo boomers, because their parents are part of the baby boom generation.
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Summary: Although the drumbeat for succession planning has been getting louder over the years, the industry continues to remain woefully unprepared.
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Summary: Jon Yankee suddenly found himself in a hiring crunch last month. One new financial planning graduate who had accepted an associate adviser position with his firm, FJY Financial, abruptly backed out, and later that week, a midlevel adviser notified the small, 11-person firm that she wasn't returning from maternity leave.
