InvestmentNews

Capital Group: ETFs can help advisors improve practice management, succession planning

Tax efficiency is usually the number one thing that people think about,” said Scott Davis, head of ETFs at Capital Group.
WealthManagement.com

Osaic Adds $700M Team, Boosting W-2 Model’s Succession Planning Support

Osaic is expanding succession planning assistance in its W-2 model with a majority-stake investment in Innovative Wealth Team, a Nashville, Tenn.-based advisory group with $700 million in managed ...
Forbes

What Is Generation Jones And Why It’s Reshaping Succession Planning

Forbes contributors publish independent expert analyses and insights. Vibhas Ratanjee studies leadership and culture at Gallup This voice experience is generated by AI. Learn more. This voice ...
Business Wire

Industry Veterans Launch Uniting Wealth Partners, a Revolutionary RIA Model that Redefines Advisor Ownership and Succession Planning

MISSION, Kan.--(BUSINESS WIRE)--A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor ...
The Business Journals

Table of Experts: Heading for the exits—Why succession planning is so important

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...
Financial Advisor

New Succession Model Aims To Maximize Firms' Value

Two industry veterans have launched an RIA succession platform designed to provide all the services that an advisor needs to sell their business without an intermediary and maximize its value, ...
Forbes

Succession Planning: Building Something That Lasts Beyond You

From my experience, most small to mid-sized businesses treat succession planning as a one-time event or something to figure out when leadership changes are near. In my opinion, that’s too late. When I ...
Financial Planning

Planning for internal RIA succession? Experts say it takes a decade

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...
The Business Journals

Plan beyond the present: Why succession and estate planning are strategic priorities for business leaders

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business leaders and owners must navigate constant ...
Entrepreneur

Common Succession Planning Mistakes

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...
AgWeb

Oikonomia on the Farm: Succession Planning is About More Than Wealth

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...