Succession Planning


Read news, information and trends on succession planning exclusively sponsored by Commonwealth.

5 Keys to Partnering for Succession

White Papers from Commonwealth

What Prospective Successors Want to Know
Whether you’re planning to retire or looking to put a business continuity plan in place for your practice, deciding who will step up when you step down is no easy task.

Succession Planning Worksheet
Finding the right talent is key to ensuring that your business and legacy are protected when you’re ready to pass the reins.

A Guide to Valuing Your Financial Advisory Practice
Determining the appropriate value of a financial planning practice can be tricky—and understanding the factors that drive worth is critical to helping you set expectations and make smart, effective business decisions.

Hiring an Advisor Handbook
Finding the right advisor to pass the reins to is a critical step for an effective succession plan.

More Career Topics

What's Up at Firms?

Rookies and Trainees

Commonwealth Financial Network Blog

Leverage the thought leadership of Commonwealth Financial Network, the largest privately held independent broker/dealer and RIA.

Investment Category Sponsor Links
Planning Investment Category Sponsor Links
Wealth Planning Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×