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The promotions positions Jim’s son Nathaniel Simons to assume his father’s role as chairman under a succession plan that began about a decade ago.January 23
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The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.January 22
FounderWealth Logic
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Since selling a majority of his firm to HighTower, John Egan's AUM has soared 50% and he’s lost 15 pounds. Will other advisors reap benefits from similar deals?January 10
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A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.January 10
Director of PlanningLife Planning Partners
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The partnership will likely help both industry titans with their long-term strategic plans.January 9
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Competition with an ever-rising stock market, the difficulty of raising assets and the steady march of time are just a few factors leading managers to the exit.December 20
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There comes a point when advisors must decide how much to scale. Here's a guide.December 13
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The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.December 12
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I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.November 25
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When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.October 31
Director of PlanningLife Planning Partners
