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Succession Planning

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  • Rising interest in financial-planning grads

    The financial advice industry faces shortages, but colleges are launching degree programs in financial planning to fill the training gap.

  • Finding, training 'next-gen' advisors of tomorrow

    An inability to attract young people is challenging a financial advisory industry facing a wave of advisor retirements in the next two decades.

  • Passing your professional baton, step by step

    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.

  • Financial advisors slow to train their successors

    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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