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Summary: “I have to start out this conversation by asking if you’ve ever turned down a promotion.” This was the opening line in an email I recently received from a 34-year-old who has made impressive progress in his young career.
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Summary: Many advisers are fond of saying that they expect to die at their desks. When such a plan isn't paired with a fully realized succession strategy, Tim Chase, a CFP and co-founder, partner and chief executive of WMS Partners, isn't amused
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Summary: For those who run their own registered investment advisers, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.
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Summary: An advisory firm is the practice owner's baby, and that person may have spent his or her entire career building the business, but that inevitable day is fast approaching when thought must be given to a successor
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Summary: Some call them millennials, others call them Gen Y. Some even call them echo boomers, because their parents are part of the baby boom generation.
