Succession

It’s never too early to get started on a succession plan

  For many financial advice businesses, the challenges of servicing clients, keeping staff happy, managing compliance and continued evolution and education mean succession planning...

Buying or selling a financial planning business, it’s always a challenge

Wednesday, 14 May 2014
Whether it’s the purchase or sale of a financial planning business, the success of the transaction hinges on several critical...

POLL: Do you have a formal succession plan?

Thursday, 22 August 2013
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Succession planning: easy except for the leaving

Tuesday, 16 July 2013
A conversation with a friend and veteran financial planner has Matt Fogarty contemplating post-FoFA succession planning but one thing...

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