Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
February 12, 2025
Hightower CEO Bob Oros to Step DownGoldman Sachs Ayco CEO Larry Restieri will fill the position this spring.
February 11, 2025
What Clients Really Want to Hear From Advisors: Ex-Merrill ExecJohn Thiel, who just launched an RIA, discusses what he seeks in advisors and why he left Merrill.
February 07, 2025
4 Keys to Happier ClientsMost advisors are meeting expectations, but in a crowded marketplace, that's not enough.
February 06, 2025
CFP Board CEO Kevin Keller to RetireKeller will retire in April 2026. A search firm will assess internal candidates and conduct a national search.
February 04, 2025
FPA Mourns Loss of CEO Patrick MahoneyThe strategist died Saturday after a long battle with cancer.
January 31, 2025
FinServ Foundation Names Mentorship DirectorSamantha Allen will help the nonprofit organization support the next generation of advisor industry leaders.
January 30, 2025
LPL Nabs $1B Advisory Team From Osaic in CaliforniaSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.