White papers and reports
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Search Results for "Succession-planning"
For many advisers, an important source of growth of assets under management for their firms could be the children and grandchildren of their existing clients. Financial vehicles that transfer wealth across generations could be a place to start the discussion.
December 17, 2014
One of the most significant challenges in the financial advisory community today, which will only become more acute in the years ahead, is the aging of our client base. We believe we have a creative solution that, if well executed, can deep client relationships and lead to favorable discovery by clients’ friends.
February 01, 2014
This new white paper from Pershing aims to help firms understand the potential of Gen Y and ultimately assist in building a new model for recruiting young talent effectively.
October 15, 2013
The industry's first-ever succession planning study offers key strategies for increasing the transferability & value of your business, while also highlight financing and valuation options.
June 16, 2013
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