Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Ensemble Practice Names Catherine Williams COO
By Rob BurgessThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.
May 04, 2026
AmeriFlex Rolls Out Succession PlatformThis follows Cambridge Investment Research's January announcement of a strategic minority stake in the advisor-owned hybrid RIA.
April 28, 2026
LPL Rolls Out Military-Deployment Practice Support ProgramThe program aims to support advisors and their firms when they're deployed.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.
April 07, 2026
4 Ways to Put 'Success' in Succession PlanningFew choices carry more weight than a successor, yet many leaders leave that search until it's nearly too late.
March 31, 2026
Middle-Market RIAs Hit M&A Inflection Point: ReportA measurable gap exists between the firms that command a premium and those that do not, research finds.
March 25, 2026
Edward Jones Saw Uptick in Senior Advisor Exits in 2025: ReportPossible drivers include retirement, changes at the firm and a desire to own their books, Muriel Consulting suggests.
March 04, 2026
Grow or Join? The Fork in the Road for RIAsMid-career firm owners face a stark, personal choice to reinvest heavily or partner with a well-capitalized platform.