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4 results for “succession planning”
The AmeriFlex Group® Launches AI-Enabled Scout Program to Identify Advisors Approaching Succession
The AmeriFlex Group launched an AI-enabled 'Scout Program' to rapidly generate advisor succession-readiness profiles, targeting financial advisors nearing retirement or transition.
Aug 24, 2026
In HelloNation, Financial Advisor Ted Thatcher of Medford, Oregon Details Succession Planning for Business Owners
A HelloNation article authored by financial advisor Ted Thatcher discusses succession planning considerations for retiring business owners, published via PR Newswire as a financial services press release.
Aug 5, 2026
Ty J. Young Shares Expertise on Selling an Annuity Practice on Midland National's Mic'd Up with Midland Podcast
A financial services podcast episode features Ty J. Young discussing annuity practice sales and advisor succession planning, with no AI or technology content despite being distributed in an AI technology feed.
Jul 15, 2026
JPMorgan’s Dimon: Lake chose retirement after board named co-presidents
JPMorgan CEO Jamie Dimon announced the appointment of Doug Petno and Troy Rohrbaugh as co-presidents, framing it as a 'natural change' in succession planning, without disclosing the catalyst or timeline for Marianne Lake’s retirement.
Jul 14, 2026