This content is from: RIAIntel If You Suddenly Die, Your Clients Should Be Fine, Succession Plan or Not Advisors may not need a full-fledged succession plan like everyone says. A simpler contingency plan can suffice. By John Kimelman December 04, 2019
This content is from: RIAIntel It’s Time RIAs Got Serious About Succession Planning Advisors help clients manage their finances, yet one in four have no succession plan. Enough of “do as I say, not as I do.” By Gary M. Stern June 02, 2019
This content is from: Corner Office The Kresge Foundation Plans For Its Future as Its CIO Prepares to Step Down Longtime investment chief Robert Manilla is retiring in June 2022. John Barker, managing director, will take his place. By Alicia McElhaney September 15, 2021
This content is from: Culture Moore Capital ‘Didn’t Try That Hard’ at Succession A glimpse inside Louis Bacon’s big decision to cash out clients. By Leanna Orr February 07, 2020
This content is from: RIAIntel RIAs Were Asked to Rank Strategic Initiatives. Dead Last: Succession. All talk, little action in Schwab’s annual benchmarking survey. By Michael Thrasher July 25, 2019
This content is from: Corner Office AMG CEO on Parnassus Deal: ‘Active Management Is Almost Synonymous With ESG’ Affiliated Managers Group is taking a majority stake in Parnassus, one of the largest and longest running ESG managers in the U.S. By Julie Segal July 06, 2021
