Partner Michael Ward Speaks on Succession in the Financial Planning Industry at BlackRock Event

On September 8, 2025, Partner Michael Ward was a panelist at the “Succession Summit” hosted by the Financial Planning Association (FPA) of Metro New York at BlackRock’s New York office. The event focused on succession planning in the financial planning industry and how succession can be affected by different types of mergers & acquisitions.

On his panel, Mike provided insight gained from his years of counseling financial services firms, broker-dealers, registered representatives, and investment advisory firms. His co-panelists included:

• Helen A. Dietz, Managing Director & Partner at Aspiriant
• Scott M. Kahan, Senior Financial Planner at Financial Asset Management Corporation
• Tim Hamilton, FPA MNY Chapter President and Managing Director at Compound Planning