Succession Planning

Displaying 50 results

Verbal agreement became a succession plan

Verbal agreement became a succession plan

August 23, 2019

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

Advisory firm founder carries half his clients’ fees into retirement

Advisory firm founder carries half his clients’ fees into retirement

July 25, 2019

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

Succession plan success story

Succession plan success story

March 19, 2019

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

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

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

February 15, 2019

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

Smarter tech can mean a better deal

December 13, 2015

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

Succession planning through the eyes of a client

Succession planning through the eyes of a client

September 8, 2015

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

5 ways to prevent acquisition deals from going bad

June 9, 2015

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

Don’t get blindsided by a catastrophe

March 15, 2015

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

You can’t always get what you want

October 26, 2014

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

Fiduciary duty’s impact on succession planning

August 31, 2014

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

Next Page »

1 | 2 | 3 | 4 | 5