Thinking about retirement doesn’t have to be difficult
Christine Timms, retired advisor and author of three handbooks for professional financial advisors (christinetimms.com), discusses why thinking about retirement can be so difficult, as well as pandemic-era considerations.
Timms digs deeper into succession planning in The advisor’s retirement: making a smooth transition.
Directed and interviewed by Katie Keir. Edited by Brad Ling and Emily Ferrier.
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
Actions represented a "serious" conflict of interest, panel says
Complaints of online investment fraud on the rise, police warn
Shareholders call for greater clarity, disclosure, around its climate strategy
International trade is so dependent on China that a superpower trade war is just as bad as a global one
aHR0cHM6Ly93d3cuaW52ZXN0bWVudGV4ZWN1dGl2ZS5jb20vYnVpbGRpbmcteW91ci1idXNpbmVzcy9wcmFjdGljZS1tYW5hZ2VtZW50L3RpcHMtZm9yLWFkdmlzb3JzLXN0YXJ0aW5nLXRoZS1zdWNjZXNzaW9uLXBsYW5uaW5nLXByb2Nlc3Mv(U2NyZWVuSGVpZ2h0)NzIw(U2NyZWVuV2lkdGg)MTI4MA(T0ZTWVNfUmVmZXJyZXI)(dmlzaXRvcktleQ)SkpFbjJCSVA(dmlzaXRLZXk)QkR0QXhFRnQ){kind=small}