Keyword: Succession

62 results found

Parrott has been involved with CLIEDIS for 18 years.

  • By: Staff
  • May 25, 2016 August 21, 2018
  • 10:51

Under the current system, it is easier to sell to a third party than it is a family member.

  • By: Staff
  • May 17, 2016 August 21, 2018
  • 11:51

What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?

When it comes to selling a client’s business, timing matters.

Damon Williams and Alex Khein have been appointed as co-CEOs, reporting to George Lewis, group head, RBC Wealth Management & RBC Insurance.

  • By: Staff
  • December 9, 2014 August 21, 2018
  • 11:28

Business owners need to plan better for their successions.

  • By: Staff
  • September 24, 2014 August 21, 2018
  • 16:00

Two advisory teams explain how they’ve structured succession

The majority of advisors are getting older and the cohort willing to take their places is scarce--even on Wall Street.

  • By: Staff
  • June 27, 2014 August 21, 2018
  • 10:59

Firms must increasingly view succession planning as a growth strategy not a retirement strategy.

  • By: Staff
  • June 26, 2014 August 21, 2018
  • 05:59

John Harvie is the new chairperson of The Co-operators Group’s board of directors.

  • By: Staff
  • April 23, 2014 August 21, 2018
  • 09:51