From LinkedIn Pulse
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Summary: Are you looking to add great talent to your team? Well, if you will need someone in the next six months, the time to start your search is NOW!
From Cruz Consulting Group
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Summary: If advisory firms can tackle career development problems before they start, they’ll also solve their succession challenges by developing the next generation of leaders.
From InvestmentNews
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Summary: [Slideshow] As part of the aging pattern of the financial-advice profession, an estimated 37% of financial advisers plan to retire within the next 10 years.Click through to find out exactly how advisers are handling their succession plans.
From InvestmentNews
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Summary: When it comes to succession planning, the financial advice industry is often painted with a broad brush as being woefully ill-prepared.The latest research from Cerulli Associates shows that of the roughly 118,000 advisers within 10 years of retirement, 44,000, or 37%, have no formal succession plan in place.
From IRIS
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Summary: For most of my advisory career there has been a very real opportunity for advisers to operate “lifestyle” businesses. It has enabled them to largely choose when they will work; who they will work with; and how much they will earn. It has cost little to run and required virtually no infrastructure that the adviser had to pay for.
