Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
What to Do Before Going After Next-Gen Clients
By David PatchenIt's worthwhile for advisors to look first at their natural growth strategies and opportunities, according to one practice-management veteran.
August 17, 2018
Ladenburg Gives Reps New Succession, M&A and Other ToolsThe platform includes access to coaching.
May 21, 2018
Goldman CEO Said Likely to Step Down in December: New York TimesLloyd Blankfein will probably step down as Goldman Sachs Group Inc.'s chief executive officer in December, the New York Times reported, citing people…
April 06, 2018
Why Advisors Avoid Succession PlanningMany advisors near retirement age still ignore creating a succession plan. TD Ameritrade went to find out why.
March 07, 2018
How to Prepare Your Succession Plan: Tips From CerulliA new report from Cerulli Associates explains what advisors contemplating retirement need to do to groom their successors.
October 26, 2017
Advisor Group Adding Succession, Communications PlatformsIt also formed a council to help address the financial risks of longer lifespans.
October 25, 2016
How to build a multi-generational practiceHere's how three generations of advisors created a million-dollar, multi-generational advisory practice.
October 25, 2016
How to build a multi-generational practiceHere's how three generations of advisors created a million-dollar, multi-generational advisory practice.