Results for "succession planning"

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When internal transitions go wrong

September 27, 2009

For good reason, most financial advisers prefer internal to external transitions when planning their business' succession. Internal transitions allow for greater client and staff continuity, give the departing owner an opportunity to play a...

Fidelity watchers ponder succession at the family firm

August 23, 2009

Although Fidelity executives last week quelled rumors about the potential departure of president Rodger Lawson, observers noted that the larger question about the firm is who will take over when chairman and chief executive Edward C. “Ned”...

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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