Succession Planning

Displaying 80 results

Topic

3 moves advisers can make now to stair-step their succession

Many advisers lack a written succession plan, including 60% of those who will be retiring within five years

Topic

Retirement plan advisers need to start planning for their own succession

Many expect to sell their business to fund retirement, yet aren't preparing properly to do so

Topic

Smarter tech can mean a better deal

Selling a successful wealth management business is one of the hardest things an owner will ever do. Intense…

Topic

Succession planning through the eyes of a client

Some simple math suggests that just 17% of all clients were proactively approached by their adviser to discuss a succession plan

Topic

5 ways to prevent acquisition deals from going bad

There are several key variables that will help determine a positive outcome for a purchase or sale.

Topic

Don’t get blindsided by a catastrophe

As a financial adviser, you assist clients in planning for their future. But have you planned for the…

Topic

The big succession planning questions RIAs need to answer immediately

Determine the fate and future of your business before the regulators force you to do so

Topic

You can’t always get what you want

There are no guarantees your practice will attract the high multiple you think it deserves in a sale.

Topic

Fiduciary duty’s impact on succession planning

Does succession planning impose fiduciary obligations for investment advisers? This recently has become a hot topic of conversation,…

Topic

What’s your acquisition strategy?

Key points every adviser should keep in mind when considering to buy or not to buy.