Results for "succession planning"

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Planning for family, employee succession

June 7, 2009

Although succession planning involves many decisions and alternatives, there is one outcome that is always an either/or option: Ownership of the practice will pass either to a family member or to an outsider. Let's discuss both possibilities,...

Keeping it all in the family can be tricky business

May 3, 2009

Running a successful family financial advisory business is much tougher than the smiling portraits posted on many firms' websites would lead a client or prospect to believe. Although thousands of registered representatives and financial advisers...

Family feud drives home need for succession plans

April 12, 2009

When Chris Wanken's dad, a branch manager affiliated with Raymond James Financial Services Inc., fired him last March, it ignited a smoldering family dispute that experts say might have been avoided with better planning. The Wankens' story is...

Fiduciary strikes ownership transition deal

January 9, 2008

Brouwer & Janachowski Inc. has become the fourth financial advisory firm in less than a year to strike a deal with Fiduciary Network LLC to set in motion a gradual ownership transition process. The Tiburon, Calif.-based financial advisory firm,...

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