SHOOK Research

Merrill Lynch’s Mark Thorndyke and Ameriprise Financial Services George Papadoyannis discussed how advisors building out their teams can build successful, growth-oriented teams, with TPG’s Prachi Makkar.

The Great Wealth Transfer is in its early stages; J.P. Morgan’s Jessica Douieb and Christian Cram discussed how advisors should be interacting with the next generation to retain families as clients.

Just as clients should have a financial plan, advisors should have a succession plan; Merrill Lynch’s Dave Niehaus and Ameriprise Financial Services’ Scott Tiras discussed how advisors can ensure a smooth transition for their practice and team, with First Eagle Investments’ Robert Bruno.