Displaying 12 results
UHNW family offices are eyeing alts diversification, says JP Morgan
The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.
Householder Group expands its matchmaker succession program
Arizona-based wealth firm is helping more retiring advisors connect with successors.
The upcoming succession crisis
Succession concerns can be addressed by placing more focus on developing the next generation of advisors.
Want to retire happy from an advisory career? Start planning now
65 percent of financial advisors surveyed said simply identifying a successor was key to creating a succession plan.
Dentistry, advising, and retiring without a succession plan
When an advisor quits abruptly, clients will do what they feel is in their best interests, and not their advisor’s.
Commonwealth tech partnership focuses on advisor succession
The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
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.
Does private equity benefit RIAs?
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
Everyone wants NextGen advisors. Why can’t they find any?
One of the main drivers creating the need for firms to implement a succession plan is the staggering wealth transfer that's on the horizon.
Drop in RIA M&A in 2023 likely to be blip in upward trend
'I don’t see this as a harbinger for continuing decline,' an RIA M&A consultant says. 'Instead, I see this as a short-term plateau.'
You owe your clients a succession plan
It still seems that most aging independent advisors don’t sell their practice or retire; instead, they simply reduce their workload and 'retire in place.'
Over a third of US advisors plan to retire within 10 years
Succession planning is critical, as advisors 55 and older account for 42 percent of head count but 57 percent of assets, Cerulli found.
