Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
August 01, 2007
Internal MedicineIn my last columns (April and May 2007), we addressed the importance of restrictive covenants that protect an advisory firm's client relationships. But there's a broader...
June 01, 2007
Passive DisciplinarianWhen worldwide turmoil hits the financial markets, as was the case in the last week of February, many advisors shift into crisis management mode as...
January 24, 2006
Pollock To Succeed Clayton At AssurantA big multiline insurer has unveiled its succession plans.Assurant Inc., New York, says Robert Pollock, 51, the company's president, will take the additional title of ...
December 08, 2005
Advisors Cash In On M&AThe advisory world has witnessed a great deal of mergers and acquisitions (M&A) activity in the past few years, leaving many advisors not only wondering what the future might hold for them and their investment practices, but also how they can best manage their businesses to benefit from the trend.
February 09, 2003
How To Create Successful Agency Succession PlanningHow To Create Successful Agency Succession PlanningByThink of your business as a relay race, and youve just run a great first leg. Now what? Will ...
March 21, 2002
GAO: ERISA Enforcement Agency Could Do BetterNU Online News Service, March 21, 12:35 p.m. -- The Pension and Welfare Benefits Administration could do a better job of keeping employers from ...