I feel like every spring there is renewed focus on an advisor’s succession planning (or lack thereof) in the trade press. This year is no different. And, as in years past, a key statistic remains unchanged – most advisors lack a plan either for protecting their clients if something unexpected were to occur, or for…
As 2018 winds down, we would like to acknowledge the achievement of a significant milestone: the five year anniversary of our continuity and succession solution, PRISM. Pinnacle Advisor Solutions was founded in 2011 with a simple mission: to support the needs of independent advisors. We began by offering access to our investment management, financial planning…
When I began working for Pinnacle in September, 2013 I was new to the world of financial advisory firms. I faced a steep learning curve in my first few months here. Just before my arrival, Pinnacle launched PRISM, its solution for business continuity and succession plans for independent RIAs. When I began to familiarize myself…