The National Association of Personal Financial Advisors has entered into an agreement with consulting firm FP Transitions to help its members with succession planning.
A 2020 Cerulli study showed that of advisers who planned to retire by 2030, 26% were not sure of their succession plan.
FP Transitions has created a custom program for NAPFA through which the group’s fee-only planners receive an annual valuation report, an annual continuity plan with regular updates, priority access to practices for sale coupled with unlimited inquiries, and access to a community-based continuity matching program for NAPFA members only.
The firms also will provide one-on-one consulting to NAPFA members at the group’s fall conference in Denver in October, NAPFA said in a release.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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