Not much has changed in our industry relative to succession planning. Advisors are still aging and the number of people joining the profession is still low. And we continue to see a large number of advisors operating their firms without a plan for retirement. More than half of advisors are approaching or already in retirement…
It is hard to believe that it is December already and the end of 2019 is nearly upon us. For some reason this year in particular I feel like I am behind the eight ball in what I had hope to accomplish by the end of the year. With the change in season, the darkness…
In lieu of our regular weekly program, we just wanted to give thanks to all our faithful listeners and subscribers, without whom this program would not be possible. We’re eternally grateful for your ongoing support of the program, and of our mission to bring quality information to Advisors across the country that they can use…
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…