Succession Planning

Greg De Jong sold his $200 million firm to Savant Capital Management, which has over $4 billion in AUM. He is now a happy Savant advisor.
How to Sell to a Large Firm and Stay Happy
Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.
Some advisors with less than five years in practice have achieved remarkable results. Here are some of their secrets. Read More »
Veteran bank advisors are being lured away by big brokerages and finding new talent to take their place is challenging. Read More »
Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study. Read More »
"Great wealth is volatile — highly volatile," says Michael Spellacy, a senior partner at PwC. Read More »
The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come. Read More »
Advisors can assist their aging clients having a hard time keeping a family-run business in the family. Read More »
“It’s the most important thing you can do for your business, the single greatest value driver,” said Rick Schwartz, managing director for business consulting at Schwab Advisory Services. Read More »
“Owners of advisory firms don’t realize there’s a new school approach to succession planning,” – David Grau Jr., president and CEO of Succession Resource Group. Read More »
"If I said I had worked for AT&T for 33 years, anybody would ask me, 'Well, when are you going to retire?' But our industry is unique. It's not like a utility company, where after 30 or 35 years, you're done," says Larry Palmer, an advisor at Morgan Stanley. Read More »
A new book by advisors for advisors sheds light on transition issues facing firm principals and their successors. Read More »
How one firm helps advisors map out a plan 10 years before retirement. Read More »
Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk. Read More »
Slide ShowsSee All »
Current IssueView Past Issues »
VideoSee All »
Conferences & EventsSee All »
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun 16-17, 2016
Sheraton New York
Jun 22, 2016
Convene, NYC, NY