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| A Mere 27% of Advisers Have a Formal Succession Plan |
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When it comes to valuing and transitioning their business, 61% of advisers have a goal for the value, and 48% used a recurring revenue multiple to calculate that goal.
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| Community Engagement and Next Gen Adviser Recruiting |
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Working Texas Tech University, Advisor Group has published a new survey examining how young professionals entering the advisory filed think about their current work and future career prospects; researchers also highlight the importance of community engagement for elevating the advisory profession.
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| Succession Planning Essential for Long-Term Advisory Growth |
| Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions.
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| Home Offices Must Get More Active In Staff Succession Plans |
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Troubling, many of the companies that say they have formal succession planning programs in place in truth dedicate very few hard-dollar resources, if any, to help.
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| Planning for an Unexpected Ownership Transition |
| It’s an important question for advisory firm owners to ask, says Independent Financial Partners CEO William Hamm, Jr.: What happens to my clients if I have to quit working unexpectedly?
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| The Importance of Succession Planning |
| Research shows fewer than one-third of adviser firms have defined a formal plan in the case of an unexpected death or disability.
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| Peers Play a Big Role in Adviser Relocations, Independence Decisions |
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Almost half of advisers who left their firm moved along with a larger team in 2017, versus 34% in 2012, according to data shared by Fidelity Clearing and Custody Solutions; advisers moving to an independent broker/dealer more often depart as a team versus other movers.
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