Succession Planning

Displaying 80 results

Topic

Wells Fargo Advisors signs up more than 1,000 advisers for new succession plan

Program gives advisers who stay until retirement an additional bonus of 25% of their trailing 12

Topic

Being mindful about retirement

It's important for advisers to prepare themselves for retirement, rather than adopting a 'wait and see' attitude

Topic

Sell but stay, and watch your business grow

Joining up with an RIA consolidator allows you to spend your energy on the tasks you enjoy.

Topic

Verbal agreement became a succession plan

How to buy an RIA in the middle of a global financial crisis.

Topic

Succession planning where the adviser keeps working?

'Sell and stay' is a strategy that can help advisers focus on what they care most about doing in later years.

Topic

Advisory firm founder carries half his clients’ fees into retirement

Mohr Financial Group's unique succession plan relies on the dedication of the next generation of advisers to keep clients happy.

Topic

Fidelity custody business hooks up with lender to finance RIAs

The custodian's RIA clients will get discounted origination fees as part of the alliance with Merchant Investment Management

Topic

Succession plan success story

When the need arose, Tobias Financial was able to trigger the plan that it had put in place a few years early.

Topic

Veteran adviser locks down a succession plan that lets him stay involved

Leon LaBrecque's deliberate venture into succession planning landed him and his 1,400 clients in a good place.

Topic

The new normal of succession planning

As more people work past the traditional retirement age, what does that mean for succession plans?