Ric Edelman Seeking to Hire a Successor
As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth.
More in Succession Planning
Are advisors doing clients a disservice when they prepare to hand over the reins? more »
The industry talks a lot about transparency, but issues get tricky when you’re working with families, money and personal relationships. more »
Small firms need continuity strategies to protect themselves if an advisor dies or is incapacitated. more »
The merger creates $1.9 billion independent powerhouse in Florida; boosts succession plan for next generation in both firms. more »
When plans for an external sale faltered, Quest Capital Management looked closer to home and found a better solution. Here's what the partners learned. more »
Whether you're selling right now or next decade, there are many ways to make any solo practice appeal to buyers. more »
'If the goal is to maximize value, selling to an external buyer is always better,' says Pershing's Mark Tibergien. 'If the goal is based on commitments to clients and associates, selling internally is better.' more »
Developing successful training programs that embrace Millennial advisors is the single most important way to attract and maintain the wealth of this new generation. more »
Planners thinking of retirement often seek young partners to share the business. But such pairings can be tricky to pull off. more »
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce. more »
United Capital has started providing regular liquidity to advisors with some first stock sales proceeds exceeding $500,000. more »
A "sunset program" for soon-to-retire advisors is already underway at some banks. But there is still much to be done, industry executives say. more »
More emphasis on incentive pay, bonus pools and flexibility as firms scramble to lure and keep talent. more »
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