Keep Your Future on the Table – How to Plan for Succession

Businesses are meant to outlast their founders, but it can be hard to create a succession plan that allows a firm to continue to evolve and iterate while staying true to its original values. Internal control and smart succession planning encourages senior leadership to nurture company culture and maintain independence, which is better not only for a business but for its clients. Join VettaFi and Cambridge Investment Research, Inc. for a unique webcast centering on succession planning.

April 25, 2023
11am PT | 2pm ET
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Topics will include:

  • Cambridge’s internal succession plan
  • The six pillars of successful succession planning
  • How to envision and implement a plan
  • Tools that financial professionals can use to keep their firms thriving through generations


Kris Emick

First Vice President (FVP), Succession & Acquisition Solutions
Cambridge Investment Research, Inc.

Seth Miller

President, Advocacy and Administration
Cambridge Investment Research, Inc.

Todd Rosenbluth

Head of Research

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Important Disclosures

VettaFi and Cambridge are not affiliated

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.