Succession planning

Find a new purpose before you retire Find a new purpose before you retire

Your Business

Find a new purpose before you retire

Succession planning needs to be about more than money — 5 steps to your purpose plan

By John Novachis |May 20, 2026

4 min read

Having a family member take over a practice is an emotional rollercoaster Having a family member take over a practice is an emotional rollercoaster

Your Business

Having a family member take over a practice is an emotional rollercoaster

Advisors say it takes time to determine a successor, draw clear boundaries

By Jonathan Got |April 27, 2026

4 min read

Here’s why advisors need a business continuity plan Here’s why advisors need a business continuity plan

Your Business

Here’s why advisors need a business continuity plan

A BCP isn’t a succession plan — here’s how to build a good one

By John Novachis |October 22, 2025

4 min read

Business owners ‘live every day for their business.’ Advisors can help them plan a successful exit Business owners ‘live every day for their business.’ Advisors can help them plan a successful exit

Planning and Advice

Business owners ‘live every day for their business.’ Advisors can help them plan a successful exit

Listen to what clients want, need before offering suggestions: TD Wealth expert

By Noushin Ziafati |July 21, 2025

5 min read