Succession planning

Change happens when it has to. For bank advisors, this means they'll get succession plans--eventually.

Banks and credit unions are not prepared for the onslaught of change that began Wednesday.

The program allows retiring advisors and their junior brokers to work out their own financial arrangements during the first two years of the five-year program.

The advisor often feels as if the bank's viewpoint is this: “Thanks for bringing us a revenue stream, now leave and be thankful we even gave you a job.”

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

Family office advisor Rick Flynn rebranded his practice and teamed with two other veterans. Here’s what happened.

Finding top people is getting harder, says Kathy Freeman, so putting this in a compensation agreement is now ‘mandatory.’

One of the largest firms on the West Coast, Aspiriant expects to continue merging with one to two firms a year.

Top priority: Simultaneously taking care of yourself, your clients and your employees.