Succession planning

‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.

Make sure to devise a clear, easy-to-understand plan that correctly values the business.

Use this rubric to avoid mistakes and ensure success.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

By all means put a plan in place, but flexibility is key in case circumstances change.

By all means put a plan in place, but flexibility is key in case circumstances change.

Advisers share how they dealt with various aspects of transitioning.

What it really takes to transition your practice.

It begins with recognizing that this is a critical investment for succession planning and cultivating the next generation of clients.