Demographic developments, pressure on margins and compensation from politics, competition and consumer protection organizations - the succession planning of independent financial advisors and asset managers is becoming increasingly important.
In the next webinar of "Die Fondsplattform", on April 26, 2022 at 11 a.m., Sebastian Höft, our Head of Business Partner Management, Artur Wunderle (Artur Wunderle Vermögensbetreuungs GmbH), Mirko Siepmann (FONDSNET) and Franz Haimerl (SchrammFinanz GmbH), moderated by Björn Drescher (DRESCHER & CIE AG), will talk about the most important points for succession planning, starting with the right timing, through viable models, to the implementation of the succession.
Interested consultants and financial intermediaries can attend the event free of charge. Registration is necessary in advance.
The recording of the webinar can be found here.