Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
ReFirement: A Purposeful Next Chapter for Advisors
By Kathleen M. RehlNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
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.
February 26, 2026
Beacon Pointe Co-Founder Shannon Eusey to Exit CEO Role, Become ChairMatthew Cooper, the firm's president, will take the helm.