Tag: succession planning

Practice Management June 9th, 2021

Advisers Who Successfully Serve the LGBTQ Community

Retirement plan experts say people in this market are in need of advisers who are attuned to and understand their needs.

Practice Management April 9th, 2021

The Pandemic Has Brought Advisers’ Succession Planning to the Fore

At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business

March 27th, 2019

Is Your Advisory Business Market-Ready?

There are many succession options for retirement plan advisers planning for their own futures, but whatever route an owner may take, advanced planning will improve the process.

February 14th, 2019

Sellers’ Market Brings Succession Planning to the Fore

RIA industry analysts and executives agree that it’s a “sellers’ market” when it comes to acquisitions and mergers among independent advisory shops; they warn many potential sellers are ill-prepared for an ownership transition.

Practice Management November 29th, 2018

Redtail Survey Shows Increased Use of Mobile CRM Solutions

Advisers discuss the software their firms currently use, how they access client information, and how succession planning figures into the future of their practices.

Products August 16th, 2018

Ladenburg Launches Succession Planning Platform

According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals through practice acquisitions and the development of continuity plans.

Products March 16th, 2018

ESOP Knowledge Can Provide Real Adviser Differentiation

In an interview with PLANADVISER, Jerry Ripperger, vice president of consulting at Principal, highlights a new, fee website the firm has rolled out to help advisers and their clients explore the potential benefits of launching employee stock ownership plans as part of a broader ownership transition.