A succession plan is vital to all, whether it's the firm's founder, the employees or the clients who have placed their trust with the firm.» Read More
When a company's top dog is famous, succession planning can be tricky. A look at 5 corporate icons who were, or will be, hard to replace.
Savvy financial advisory firms can become more successful by hiring and retaining the next generation of planners.
Investors need to ask advisors about their succession plan and how it impacts them in the event of unforeseen circumstances.
Financial advisors have shifted to fee-based relationships but, without successors, risk seeing their businesses dissolve when they retire.
The financial advice industry faces shortages, but colleges are launching degree programs in financial planning to fill the training gap.
An inability to attract young people is challenging a financial advisory industry facing a wave of advisor retirements in the next two decades.
Succession planning isn't easy for financial advisors. It takes a long time—five to 10 years—and it's emotional and messy. But it's also critical.
As aging advisors retire and few young replacements enter the industry, FAs without succession plans put their retirement, and clients, at risk.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
Advisors recommend you reassess your financial plan after major life events to ensure you are shielded from financial curveballs.
MarketCounsel's Brian Hamburger points to the parts of the SEC's Form ADV that help consumers find a financial advisor.
More Americans are working past retirement age, either by necessity or choice—or, increasingly, a combination of both.