Succession planning

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.

Breaking down the benefits and red flags of the industry's leading acquirers.

Independent advisers need to redefine their service to factor in the intrinsic values they bring to clients, says TD Ameritrade Institutional President Tom Nally.

Planners born since the 1980's are looking for tech advancement, structure and other key characteristics at their workplaces.

Experts break down exit strategy options and what advisers should and shouldn't do.

Here is advice on everything from handling the unexpected death of a partner to upgrading technology.