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Summary: Succession planning is a long-term process, not a one-time event. For the well-being of yourself, your company and your clients, it is imperative to start as soon as possible. Here are a few do's and don’ts that come with succession planning.
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Summary: When advisers start taking succession planning seriously, they begin treating their business like a business. After all, succession planning is a long-term process, not a one-time event. Firm owners, clients and the business itself will benefit from a clear plan.
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Summary: Advisory firms that seek continuous growth will at some point have to bring new advisers on board, but how do they go about doing that?
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Summary: The aging advisor reality is prompting business successions across our industry. Some of these are hastily enacted shotgun marriages, while others are thoughtfully crafted transition plans that are relatively seamless to clients.
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Summary: Twenty years ago, registered investment advisors could capitalize on being fiduciaries; that was their differentiating factor. Unlike those advisors at the wirehouses, RIAs had to serve their clients’ best interests.
