Approaches for ensuring firm continuity and client well-being after an owner departs
Adviser coach says appeal to women's penchant for asking questions.
The new team, which hails from Essex Financial Services Inc., will double Northstar's assets to nearly $2 billion.
Or, how to overcome the five biggest hurdles to succession planning
A different kind of role — but one that provides a more graceful transition
Most financial advisers are not moving: the number of them switching firms dropped more than 37% during the first half of the year. What's causing this trend? <b>Also:</b> <a href="http://www.investmentnews.com/gallery/20130701/FREE/701009999/PH">Who won, who lost in the moving wars</a>
Splitting or combining assets is the key decision but it can get complicated.
Learning, opportunity and networking are keys to keeping younger workers.
Search firm aims to help advisers cover the basics so they won't have to.
Sponsoring coaching and mentoring programs specifically for women; plenty more to do
Agreement with Live Oak to help clients finance mergers and acquisitions.
Job descriptions for typical entry-level advisory positions require individual inspection
Helpline offers information, second opinions, sympathetic ear but not advice.
Firms using popular site to uncover potential hires; also a way to track down possible successors
Retirement can be a difficult transition, but advisers can stay involved in their business
