Why advisors should focus on a continuity strategy as part of succession planning
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Article Excerpt
OPINION
Why advisors should focus on a continuity strategy as part of succession planning
BRENT ALLEN
SPECIAL TO THE GLOBE AND MAIL
PUBLISHED MAY 6, 2026
UPDATED MAY 7, 2026
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Succession planning is about ensuring that when change does come, it’s not disruptive for clients.
KYCSTUDIO/ISTOCKPHOTO / GETTY IMAGES
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For many advisors, succession planning still feels like a distant administrative task – something to deal with closer to …
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