Years ago, the owner of a small insurance firm that was about to change hands came…
Tag: Succession
Financial Advisors Face Succession Planning Challenges as Retirement Looms
Advisors often—and repeatedly—cite the benefits of long-term planning with their clients, a hallmark of any financial…
Mexico’s Richest Woman Plans $8.2B Fortune Succession
(Bloomberg) — Lea en español. Maria Asuncion Aramburuzabala was thrown into crisis three decades ago when…
Study: Vast majority of advisory owners lack succession plan
A new study highlights a significant flaw in wealth management firms’ recruitment and development strategies for…
Big Brands, Culture, Succession Planning Debated
Wealth Management EDGE kicked off Wednesday morning with a wide-ranging debate on some of the most…
How one RIA found its succession plan
Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession…
$1.6B Houston RIA Adds 8 Partners in Succession Move
Financial Synergies Wealth Advisors, a Houston-based registered investment advisor with $1.6 billion in client assets, has…