Results for "succession planning"
Displaying 324 results
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,...
