Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
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.
January 29, 2025
Sequoia Buys $3.8B Carlson Capital in MinnesotaThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 29, 2025
Commonwealth in Talks to Sell Minority Stake: ReportThe firm, led by Wayne Bloom, will likely attract strong private equity interest, said one industry watcher.