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Keyword: Succession planning

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confidential

There are ethical and practical considerations when selling your book

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FINRA issues new guidance on brokerage business succession planning

Business people at work in their office

Business owners planning for succession must meet certain criteria

Yatch in ocean

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

handshake

A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem

recruitment

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

4 tips for building succession plan for advisors

The succession planning process can be difficult, so plan ahead as much as possible

ALASKAJADE / 123RF STOCK PHOTO

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:37
Concept of break career of a businessman

Continuity plans were highlighted at IFB's virtual summit

Senior and mature man sitting on yacht using laptop, smiling

A PwC survey finds that family business transfers have a 70% failure rate

  • By: Staff
  • April 9, 2019 April 9, 2019
  • 14:13