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Summary: Eric Hehman knows handing over the reins of a beloved advisory business isn't easy, but he believes founders should keep in mind that it's no cakewalk for the successor either.
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Summary: The average age of CFPs fell below 50 this year – the first time in nearly a decade –offering hope that an industry dominated by aging advisors might be finally tilting towards a younger generation.
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Summary: Many owners of RIAs are nearing retirement, and they have not done enough to plan for the future of their businesses, the Alliance for Registered Investment Advisors reported in a new white paper released this week..
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Summary: Financial advisory principals who want to drive growth, increase the value of their equity and keep their best employees can’t afford to ignore an employee ownership plan, advocates say.
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Summary: RIAs are too focused on operating a practice rather than building a sustainable business, according to a white paper from the Alliance for Registered Investment Advisors released at the Schwab IMPACT Conference in Boston on Wednesday.
