Fmr Corp.

Waldemar Roy Kohl

Ashley Marie Reichert

Beverly Diana Flaxington

Methods and apparatuses are described for determining a succession planning track for a registered investment advisor. A server generates a plurality of statements associated with business and personal goals, and each statement in the statement sets is associated with one or more succession planning tracks. The server determines one or more preliminary tracks based on selected statements received from the remote computing device. The server generates a set of business and personal value statements associated with the preliminary tracks. The server determines a final track based on a priority ranking for at least one of the business and personal value statements. The server generates a succession action plan corresponding to the final track.

Succession planning for registered investment advisors

Methods and apparatuses are described for determining a succession planning track for a registered investment advisor. A server generates a plurality of paired statement sets associated with business and personal goals, and each statement in the statement sets is associated with one or more succession planning tracks. The server receives a statement selection for each set of paired statements, determines one or more preliminary tracks, and generates a first set of business and personal value statements associated with the preliminary tracks. The server receives a priority ranking for at least two of the value statements and determines one or more intermediate tracks. The server generates a checklist with a second set of value statements associated with the intermediate tracks. The server receives a set of responses to the second set of value statements, determines a final track, and generates a succession action plan corresponding to the final track.

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Hampton, NH, United States of America

Waldemar Roy Kohl