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Succession planning platform Capitaliz names North America president
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
Our succession planning crisis
A Cerulli study shows that of the roughly 103,000 advisers who plan to retire by 2030, 26% are unsure of their succession plans.
What can move advisers to create a succession plan?
It seems as though the pandemic should have provided the motivation for advisers to address their continuity needs.
Hurricane Ida upends businesses for many financial advisers
Wealth management firms in New Orleans remained mostly closed as power is being restored to parts of the city in the wake of Hurricane Ida. Areas in the Northeast were also severely impacted.
Business continuity planning is top compliance concern for advisory firms
Issue eclipses cybersecurity for first time in six years in the Investment Adviser Association survey
State regulators propose model rule for advisers’ written policies, procedures
The measure would cover supervision, cybersecurity and business continuity, among other areas
Why You Needed a Continuity Plan Yesterday
With many people depending on a practice to continue operating in an advisor's absence, it's vital to have a detailed continuity plan. Learn how to get started on yours today.
The Dating Game: How to Find a Continuity Partner
As an advisor, you know the value of having a continuity partner. In the event you become ill…
