{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-8533017","patent":{"patent_number":"US-8533017","title":"Succession planning for registered investment advisors","assignee":null,"inventors":[],"filing_date":"2013-02-13T00:00:00.000Z","publication_date":"2013-09-10T00:00:00.000Z","cpc_codes":["G06Q","G06Q","G06Q","G06Q"],"num_claims":15,"abstract":"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."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Succession planning for registered investment advisors","description":"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 ","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-8533017","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-8533017","citation_suggestion":"Patentable. \"Succession planning for registered investment advisors\" (US-8533017). https://patentable.app/patents/US-8533017","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-8533017","json":"https://patentable.app/api/llm-context/US-8533017","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-31T13:17:53.890Z"}