Tag: succession planning

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.

Industry White Papers

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships

The Great Wealth Transfer Generations of Possibilities

It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes

Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.

2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.