Practice assessment tips for advisors working on succession
An expert explains how and why to prepare details about your practice and clients
Source: investmentexecutive.com
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Tips for advisors starting the succession planning process
Thinking about retirement doesn't have to be difficult
Source: investmentexecutive.com
Choosing and working with a successor for your practice
Tips for finding the right person
Source: investmentexecutive.com
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Succession planning still a big issue in financial advice industry, study finds
The Globe and Mail Alison MacAlpine Published May 10, 2021 skynesher/iStockPhoto / Getty Images Financial advisors are skilled at building comprehensive retirement plans for their clients, but many are still falling short when it comes to planning for their own golden years. According to a new survey from Environics Research conducted on behalf of Investment Planning Counsel Inc. (IPC), just 24 per cent of Canadian advisors who plan to retire within the next 10 years have a complete, detailed succession plan in place. A further 15 per cent have started but not finished working on a formal ...
Source: theglobeandmail.com