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Financial Planning
August 1, 2008
David Grau
Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business. mark for My Articles similar articles
Financial Planning
September 1, 2009
Hamburger & Walter
The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm. mark for My Articles similar articles
Financial Planning
March 1, 2011
Roger Verboon
Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice. 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
Registered Rep.
September 26, 2014
Mindy Diamond
Take the Sunset Package or Sell the Business? For employee advisors, exploring your firm's sunset program might be a sound way to face retirement. mark for My Articles similar articles
Financial Advisor
June 2012
Karen DeMasters
Succession Survival Guide Advisors plan for their clients' futures but often ignore their own. mark for My Articles similar articles
Registered Rep.
March 30, 2011
Matt Matrisian
Bridging the Succession-Planning Gap Too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined business succession plan that is ready to implement. 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
Financial Advisor
October 2011
Joni Youngwirth
The Replacements The pros and cons of choosing an internal successor. mark for My Articles similar articles
Investment Advisor
May 1, 2011
Mark Tibergien
The Constituency Conundrum How will your business decisions impact those who rely on you? mark for My Articles similar articles
Financial Advisor
December 2009
David J. Drucker
Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession. 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
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
Investment Advisor
July 1, 2011
John Sullivan
Finding Success in Succession Planning Whether you're affiliated with a broker-dealer or completely independent as an RIA, proper succession planning helps you realize value long before you walk out the door. mark for My Articles similar articles
Investment Advisor
August 2007
Thomas D. Giachetti
Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place. mark for My Articles similar articles
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
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 Planning
March 1, 2007
Tere D'Amato
Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise. mark for My Articles similar articles
Financial Advisor
November 2011
Joni Youngwirth
Outside The Box The pros and cons of choosing an external successor. mark for My Articles similar articles
Registered Rep.
July 30, 2012
Jerry Gleeson
Failing at Succession? Cerulli Associates estimates that nearly 60 percent of advisors who are within five years of retiring expect to sell their business to an unidentified buyer. Five years is not enough time. mark for My Articles similar articles
Investment Advisor
January 1, 2011
Mark Tibergien
The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years. mark for My Articles similar articles
Financial Planning
January 1, 2007
David Grau
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. mark for My Articles similar articles
Financial Advisor
July 2012
Jim McConville
New Firm Makes Value Judgments Started in January, Fort Collins, Colo.-based Eighty20 Advisors LLC specializes in helping companies -- including small financial advisor firms -- receive their optimum value for either a succession or an outright sale to another company. 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
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 Advisor
October 2004
Chaplin & Giachetti
Contingency Planning And Rule 206(4)-7 What must a financial advisor do to comply? mark for My Articles similar articles
Financial Advisor
March 2012
David Lawrence
Consolidation Quickens Advisors are increasingly turning to others to increase service and decrease costs. mark for My Articles similar articles
Financial Advisor
June 2007
Sherri Scordo
Financial Advisor's 2007 Broker-Dealer Guide Top independent broker-dealers ranked by gross revenue: LPL... AIG Advisors Group... ING Advisors Network... etc. 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
Registered Rep.
November 1, 2005
Daniels, Leibell & Prince
A Plan for All Seasons A buy-sell agreement is an important component of a business owner's estate plan, but unless it is properly drafted and tailored to the particular circumstances, it can do more harm than good. 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
Registered Rep.
February 25, 2013
Furey & Cooper
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. mark for My Articles similar articles
Investment Advisor
March 2009
The Shoeless Cobbler There are many common issues, both personal and professional, that are keeping today's advisors from properly preparing for their own retirement and succession planning. mark for My Articles similar articles
Financial Advisor
September 2004
Grove & Prince
How U.S. Small Business Owners Find Their Advisors Referrals and trustworthiness are key elements for financial advisors in gaining this high-end business. mark for My Articles similar articles
Investment Advisor
March 2010
Mark Tibergien
Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms. mark for My Articles similar articles
Registered Rep.
July 1, 2013
Phillip Flakes
Selling Point Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it's even harder to actually sell. Here's a game plan. mark for My Articles similar articles
Registered Rep.
August 29, 2013
Mindy Diamond
Buying Growth Buying a book of business from a retiring advisor can be a good strategy, but read the fine print, and consider these points. mark for My Articles similar articles
On Wall Street
October 1, 2011
Todd Colbeck
Five Steps to a Smart Succession Plan As sure as the fact that today you are a financial advisor, some day you will leave the business. And the wisest course of action is to prepare for a succession plan years before you leave your practice. mark for My Articles similar articles
Registered Rep.
March 1, 2007
Ayres & Jones
It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate. mark for My Articles similar articles
Investment Advisor
May 2009
Kelli Cruz
Walk On The trend of wirehouse advisors joining the independent RIA channel has ramped up significantly in the last several years, and is only increasing in the wake of Wall Street's epic meltdown. mark for My Articles similar articles
Financial Advisor
June 2007
Sherri Scordo
Indepedent Broker-Dealers/Financial Advisor's 2007 Snapshot of Leading Firms Advantage Capital Corporation... AIG Financial Advisors... American General Securities, Inc... etc. mark for My Articles similar articles
Financial Advisor
October 2010
Michael Patrick Jacobs
Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice. 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
Financial Planning
September 1, 2008
John J Bowen Jr
Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre. mark for My Articles similar articles
Financial Planning
January 5, 2008
John J. Bowen Jr.
Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community. mark for My Articles similar articles
Financial Advisor
November 2010
David Lawrence
Back In The Fold? Will the new regulations force independents to return to broker-dealers? mark for My Articles similar articles
Investment Advisor
December 2005
Bob Clark
Why Bigger is Better This compensation and staffing study offers a preview of how financial advisory firms will be different five or 10 years from now. mark for My Articles similar articles
Financial Advisor
November 2012
Joni Youngwirth
From Solo To Silo, From Ensemble To Enterprise Firms evolve for many reasons. What kind of firm is yours? mark for My Articles similar articles
Financial Planning
June 1, 2008
Philip Palaveev
Be Careful What You Wish For Understanding the advisor and independent broker-dealer relationship. mark for My Articles similar articles
Investment Advisor
September 2008
Mark Tibergien
The Bounty for Captain and Crew Does ownership of an advisory firm pay enough when rewards for employees are so high? mark for My Articles similar articles