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Investment Advisor
March 2006
Mark Tibergien
Formulas for Success: Preparing for the Fall Are you succeeding at succession? This question increasingly comes up as advisors see each month flip away, and each year change a digit. In the autumn of your career, are you prepared for the inevitable? mark for My Articles similar articles
Registered Rep.
December 13, 2011
Charles Paikert
What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring. mark for My Articles similar articles
Investment Advisor
September 2009
Angela Herbers
Easier Said Than Done The trick for any advisory company is not to know that it can be better organized; the hard part is to actually make the transition to a new organizational structure. mark for My Articles similar articles
Financial Advisor
April 2010
Joni Youngwirth
Be Prepared What to consider when thinking of selling your practice. mark for My Articles similar articles
Investment Advisor
December 2006
Charles Goldman
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. mark for My Articles similar articles
Financial Planning
May 1, 2012
Glenn G. Kautt
Transitions A few years ago I surveyed nearly 1,500 business owners about succession planning. One quarter - working as individuals and billion-dollar revenue firms - told me their succession plan was to die at their desks! Does this sound familiar? mark for My Articles similar articles
Wall Street & Technology
September 18, 2006
The Golden Years A large portion of financial services CIOs are thinking of making the transition into retirement gradually, according to a survey. mark for My Articles similar articles
Wall Street & Technology
June 19, 2008
Cory Levine
Transition Managers Become Increasingly Popular As the markets grow increasingly complex and risk-aware, the primary focus of transition management has shifted from operations to risk management, and the preservation of the value of clients' assets is the most important aspect of a transition. mark for My Articles similar articles
Registered Rep.
January 11, 2013
Mark Miller
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. mark for My Articles similar articles
Financial Advisor
October 2010
David Lawrence
A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action. mark for My Articles similar articles
Financial Advisor
April 2007
Grove & Prince
Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so. mark for My Articles similar articles
Investment Advisor
September 2005
Joni Youngwirth
Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients. mark for My Articles similar articles
Financial Planning
August 1, 2009
Donna Mitchell
Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees mark for My Articles similar articles
Entrepreneur
November 2006
Carol Tice
Lost in Transition If you don't take steps to ensure your company's future now, you may not have the chance later. Here's how to plan for a smooth business transition. mark for My Articles similar articles
Financial Planning
June 1, 2010
Daniel Seivert
Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place? mark for My Articles similar articles
Financial Planning
August 1, 2007
David Grau
Your Stock in Trade The ability to obtain an affordable, accurate valuation of your small-cap financial services practice had not previously been available. Now that the opportunity exists, it could change the course of your career. mark for My Articles similar articles
Financial Planning
April 1, 2012
John J. Bowen, Jr.
The Off Ramp Unless modern medicine discovers the secret to immortality, all of us will one day leave our business behind. That means we have to ask ourselves how we want to exit, and start making the appropriate plans to transition on our terms. mark for My Articles similar articles
Investment Advisor
February 2009
Kara P. Stapleton
Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2015
Mary Stark-Hood
Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy. mark for My Articles similar articles
Financial Advisor
August 2007
Grove & Prince
Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities. mark for My Articles similar articles
On Wall Street
April 1, 2013
Donald Jay Korn
Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors. mark for My Articles similar articles
Investment Advisor
October 2007
Melanie Waddell
Making Compliance Headway Four years after the passage of the SEC's "compliance program rule," advisors are still grappling with exactly what their annual review process should entail. mark for My Articles similar articles
Financial Planning
September 1, 2006
Stephanie Bogan
The Boss Can't Let Go Why your senior advisor is dragging his feet about turning over the reins of the financial advisory firm -- and what you can do about it. mark for My Articles similar articles
Registered Rep.
June 19, 2012
Alan Lavine
Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients. mark for My Articles similar articles
On Wall Street
April 1, 2013
Lorie Konish
Talking to Small Business Owners in Transition When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions. mark for My Articles similar articles
Financial Advisor
May 2008
Rebecca Pomering
Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves. mark for My Articles similar articles
Financial Planning
June 1, 2010
Bob Veres
Wheel of Competence When looking to transition to retirement, advisors should reach for the skills they have accumulated over time-for working with both clients and staff. mark for My Articles similar articles
Investment Advisor
September 2009
Angela Herbers
The Fast Track: All The King's Men Creating the right jobs for the right people mark for My Articles similar articles
On Wall Street
August 1, 2009
Denise Federer
Succession Planning: The First Step in Preserving Your Legacy Do you have a formal plan to prepare your successor and ensure the continuity of your financial practice? Or are you one of the 65% of business owners who haven't planned that far ahead? mark for My Articles similar articles
Financial Planning
May 1, 2008
Jeanne Lee
Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families. mark for My Articles similar articles
Financial Planning
January 5, 2008
Mark Penske
Land of Uncertainty Although it can seem like an impossible task to find the right successor for your financial advisory business, stories and experiences from those who have crossed this line confirm that there is life after the big decision, both short and long term. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2004
Jennifer Norbut
2004 Compensation Trends A recent survey reveals Certified Commercial Investment Members' and candidates' earning power. mark for My Articles similar articles
Financial Advisor
October 2010
Steve Parrish
Time To Rebuild Financial advisors can help battered business owners plan for the future. mark for My Articles similar articles
On Wall Street
October 1, 2011
Elizabeth Wine
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. mark for My Articles similar articles
Wall Street & Technology
January 9, 2006
Cory Levine
Fontana to Head Fixed Income at ITG Investment Technology Group (ITG) added fixed-income capabilities to its transition services, hiring Victor Fontana to head the new unit. mark for My Articles similar articles
Financial Advisor
September 2006
Kristofor R. Behn
Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value? mark for My Articles similar articles
Financial Advisor
February 2012
Sex Bias "The financial services industry needs to do a better job of recruiting, training and retaining women as financial advisors if it is going to successfully meet the demand of women small business owners," said Mary Quist-Newins. mark for My Articles similar articles
Financial Planning
September 1, 2012
Ingrid Case
Planners Who Deal With Business Owners Can Find it Rewarding It s not always easy to work with highly successful business owners, but the effort can be rewarding. mark for My Articles similar articles
Registered Rep.
January 1, 2007
David A. Geracioti
What Advisors Look Like Now Here are selected highlights from a reader survey selected from wirehouses, independent broker/dealers, RIAs, financial planners, bank brokers and insurance reps that offers a pulse from this demographic on business trends. mark for My Articles similar articles
Registered Rep.
May 19, 2014
The Top Six Reasons Advisors Won't Use Social Media Based on our survey of 447 advisors sponsored by NFP, we broke down the challenges that firms face in their efforts to adopt a social strategy. mark for My Articles similar articles
Investment Advisor
September 2008
Kara P. Stapleton
Tech Trouble, Ops Issues A survey of investment advisors and wealth managers asks which areas of operations and technology are most challenging for their firms. mark for My Articles similar articles
Registered Rep.
July 24, 2014
David Grau Sr.
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. mark for My Articles similar articles
Financial Planning
June 1, 2008
Ray Sclafani
Reinvention Time If you're thinking of making significant changes to your independent finance business, you'll need a strategic plan and help in navigating the complexities of transition. mark for My Articles similar articles
Investment Advisor
August 2006
Mark Tibergien
Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price. mark for My Articles similar articles
Home Theater
May 7, 2009
The Nation Is Getting DTV-Readier According to a new poll from the National Association of Broadcasters, 82 percent of broadcast-dependent TV households fully prepared for the DTV transition. mark for My Articles similar articles
Investment Advisor
July 2010
Olivia Mellan
Succession Planning: Pass It Forward The angel is in the details when it comes to the tricky business and interpersonal issues of succession planning. mark for My Articles similar articles
Investment Advisor
July 2010
David DeVoe
Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc. mark for My Articles similar articles
Financial Planning
July 1, 2012
Glenn G. Kautt
Succession Plan Success I told you in my May column that my firm was readying for a transition. Soon after I finished writing, the deal was done. Here's how it happened and what it could mean for a firm like yours. mark for My Articles similar articles
Wall Street & Technology
March 14, 2008
Melanie Rodier
Dark Pools Change Transition Management Transition managers tend to trade large blocks of securities, making anonymity and information leakage important considerations. Strategies are included to leverage dark pools for their full benefit. mark for My Articles similar articles
Home Theater
March 19, 2009
FCC Tweaks DTV Transition Scenario The Federal Communications Commission is using what it learned in February to set down rules for the remainder of the stations that complete the transition in June. mark for My Articles similar articles