New research from ValidPath reveals that while most Independent Financial Advisers (IFAs) recognise the importance of ...

Succession planning plays a critical role in this transition ... He illustrates this with a hypothetical scenario: “For example, if a business is worth $50m, you can’t simply transfer ...

Yet, planning for the day you step away can be one of the most challenging tasks you'll face. Succession planning is crucial to ensure that your business continues to thrive long after you've ...

Furthermore, more than a third (36%) of IFAs planning to retire in under 10 years admit they have given ‘little’ or ‘no’ thought to their succession plans. Most (57%) IFAs believe that less than five ...

For example, permanent life insurance policies ... No matter what financial vehicles you use in a succession plan, you won’t ...

for example. When it comes to the land, if it’s important for each child to own land, divide it up in tracts and don’t put multiple kids on a tract, he adds. A succession plan often includes ...

With a shortage of housing in Colorado, development pressures and an aging population, land succession planning among farm and ranch families is now more important than ever.

While most IFAs recognise the importance of succession planning, many are delaying it too long, research from ValidPath has ...

AssetMark said Ascent is designed to help advisors ensure the continuity of their businesses. The program includes a six-month program for advisors who are new to the industry, a year-long program for ...