| Similar Articles |
|---|
 |
Financial Advisor
October 2010
Steve Parrish |
Time To Rebuild Financial advisors can help battered business owners plan for the future.   |
Financial Advisor
February 2008
Rebecca Pomering |
Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue. |
Financial Advisor
October 2010
David Lawrence |
A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action. |
Financial Planning
September 1, 2010
Daniel Seivert |
The Nominees Are... It is common for executives of wealth management firms who are in the process of developing succession plans to become bogged down by all of the considerations that go into selecting a potential successor. |
On Wall Street
October 1, 2011
Elizabeth Wine |
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. |
Commercial Investment Real Estate
Sep/Oct 2015
Mary Stark-Hood |
Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy. |
Investment Advisor
July 2010
David DeVoe |
Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc. |
Investment Advisor
December 2006
Charles Goldman |
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm. |
Registered Rep.
March 1, 2007
Ayres & Jones |
It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate. |
The Motley Fool
December 30, 2003 |
How Much Do You Need to Retire? Plan for some comfortable golden years. |
Registered Rep.
January 11, 2013
Mark Miller |
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. |
Financial Planning
September 1, 2006
David Grau |
Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late. |
The Motley Fool
November 5, 2004
David Braze |
Take Social Security at 62? What is the best way to get the most of your Social Security benefit? |
Financial Planning
May 1, 2008
Jeanne Lee |
Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families. |
Registered Rep.
December 1, 2004
Anne Field |
Planning for the Handoff Despite the obvious importance, for most small-business owners, careful planning of whom to turn the business over to and when to do it is just about the last thing on their minds. Advisors must persevere to get this job done. |
Registered Rep.
June 19, 2012
Alan Lavine |
Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients. |
Financial Planning
March 1, 2008
David Grau |
In the Minority Transferring equity is an important step in the future of almost every financial services firm. While people don't live forever, a business can, if each succeeding generation plans appropriately. Minority interests are one way to achieve this. |
The Motley Fool
August 17, 2009
Dan Caplinger |
Don't Dream of Retiring Without Doing This All it takes is making a few changes to the way you look at your finances to get your portfolio ready to retire with you. |
The Motley Fool
July 31, 2009
Dan Caplinger |
Retire Rich With These Stocks Stick with these winners even after you quit. If you're approaching or in retirement, think about how dividend stocks can play a larger role in your investment strategy. |
The Motley Fool
January 2, 2009
Dan Caplinger |
How to Never Run Out of Money A relatively new twist on a traditional insurance product promises some relief for those looking to protect themselves from outliving their retirement savings -- but is it the best option for you? |
Financial Planning
September 1, 2006
Stephanie Bogan |
The Boss Can't Let Go Why your senior advisor is dragging his feet about turning over the reins of the financial advisory firm -- and what you can do about it. |
The Motley Fool
December 13, 2006
Dan Caplinger |
Risky Business for Small Companies For many small businesses and their employees, employer-sponsored retirement plans remain an unfulfilled dream. |
On Wall Street
January 1, 2013
Mira Fine |
Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone. |
Financial Planning
June 1, 2010
Daniel Seivert |
Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place? |
Knowledge@Wharton
August 27, 2003 |
Family Ties: Succession Seen Through a Successor's Eyes Like monarchies, one of the thorniest problems family firms face is succession. Over the years, academics have explored factors that can smooth the succession process for family firms. A second-generation successor talks about how the process has gone. |
Financial Planning
August 1, 2008
David Grau |
Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business. |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
Registered Rep.
June 1, 2004
John Churchill |
Keeping Family Businesses in the Family It's not news that mixing family and business can be messy, but advisors might be surprised to know the extent to which family-owned businesses need their services. |
On Wall Street
April 1, 2013
Lorie Konish |
Talking to Small Business Owners in Transition When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions. |
The Motley Fool
June 19, 2007
Dan Caplinger |
What You Need to Retire You know you want to retire. But how are you going to get there? Having a solid plan is crucial. It's as simple as 1-2-3. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
Financial Planning
October 1, 2008
Jeanne Lee |
Weathering the Storm These days, small business clients are suffering from shrinking revenues and personal retirement accounts. As a financial advisor, you can offer strategies to help business owners cope. |
The Motley Fool
April 1, 2004
Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. |
The Motley Fool
September 19, 2006
Zoe Van Schyndel |
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals. |
Financial Planning
April 1, 2010
Deena Katz |
Set Up for Succession Succession planning is not just a personal transition; it is very much a practice transition as well. The success of the person you select to follow you depends upon how well you have prepared to hand off your practice management functions. |
Investment Advisor
May 1, 2011
Mark Tibergien |
The Constituency Conundrum How will your business decisions impact those who rely on you? |
Investment Advisor
October 2008
Dan Inveen |
The Architects The best firms focus their business planning on the here and now, which makes their futures much brighter. |
Financial Planning
November 1, 2007
David Grau |
Protecting Equity As independent advisors move to evaluate, build and realize the equity in their growing practices, one holdover succession practice threatens to undermine their progress. |
Financial Advisor
June 2012
Karen DeMasters |
Succession Survival Guide Advisors plan for their clients' futures but often ignore their own. |
Financial Advisor
October 2006
David J. Drucker |
The Equity Fallacy You should have a clear vision of where you want to take your financial firm, including your own succession plan; hire to meet that growth objective, determining whether dedicated or entrepreneurial employees (or some combination of the two) will get you there; and devise the appropriate incentives. |
On Wall Street
August 1, 2009
Denise Federer |
Succession Planning: The First Step in Preserving Your Legacy Do you have a formal plan to prepare your successor and ensure the continuity of your financial practice? Or are you one of the 65% of business owners who haven't planned that far ahead? |
Registered Rep.
December 29, 2010
Anne Field |
Succeeding At Succession A quarter of firm owners lack an exit plan, according to a 2009 survey by Rydex/SGI's AdvisorBenchmarking. And more than one-third don't have a timeline for when they're going to leave the business. |
Financial Advisor
September 2006
Kristofor R. Behn |
Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value? |
The Motley Fool
March 7, 2007
Mary Dalrymple |
Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
Registered Rep.
September 7, 2015
Kevin McKinley |
Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets. |
Registered Rep.
July 24, 2014
David Grau Sr. |
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. |
PHONE+
August 27, 2009
Philip Josephson |
Exit Stage Right By Driving Value If you are an owner of a company, it is important to create an exit plan and to create and preserve value within your company. |
The Motley Fool
December 30, 2004
Robert Brokamp |
6 Retirement Resolutions Make 2005 the year you moved much closer to quitting your job. Here's how. |
Financial Advisor
October 2011
Joni Youngwirth |
The Replacements The pros and cons of choosing an internal successor. |
