succession planning

Advisor Upside

Next-Gen Advisors Want Clear Path to Promotion: DeVoe

Photo by Getty Images via Unsplash

Failing to properly guide the next generation could lead to many practices losing their competitive edge.

1 min read

Photo by Rawpixel via iStock

Advisor Upside

5 Tips for a Seamless Succession

The most important decision for the business’s future is who will take over when the founder steps away.

3 min read
Photo by LeonidKos via iStock

Advisor Upside

How Advisors Can Keep More Clients When Changing Firms

A new report shows transitioning advisors may lose nearly a quarter of managed assets.

2 min read
Photo by Jgroup via iStock

Advisor Upside

When it Comes to Succession Planning, Start Early

Succession can be an intensive and emotional process

2 min read

Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

Photo by Boom via Pexels

Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.