succession planning

26 Aug 2021

What happens if you go before I go?

By Staff Writer

Your personal and professional goals are incredibly important to you. You may have spent, or will spend, many years working with your financial planner to manage your risk, savings, and investments so that you can protect and reach those goals as efficiently as possible.

02 Feb 2021

Putting a succession plan in place for your financial advice business

By Staff Writer

The advice industry continues to evolve, develop and improve, yet succession planning remains a pressure point, with global and local trends revealing that it is still the case that a small proportion of independent financial advisers (IFAs) have a clear, executable plan as it relates to business continuity when they retire.

29 Jul 2020

Building a business legacy takes planning

By Staff Writer

By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Running a successful business takes a sizeable financial investment. However, many business owners fail to plan for what happens should they die, become disabled or lose one of their key employees because of these very reasons. If you are a business owner, estate planning becomes...

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