Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
LPL Appoints New Leader of Business Strategy and Innovation
By John ManganaroMarc Cohen has been promoted to managing director for business strategy and innovation at LPL.
December 09, 2024
4 Options for Passing Down Your FirmWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.
December 06, 2024
The Best Gift You Can Give Your Family May Be in Your Filing CabinetWhat better way to show family, clients and staff you care than having a succession plan in place?
December 06, 2024
Carson Group President Teri Shepherd to Resign in MarchShepherd is stepping away to spend more time with her family, a spokesperson said.
December 04, 2024
F2 Strategy Names Ex-Orion Exec as CEORyan Beach is taking over from the firm's co-founder, Doug Fritz, who will become executive chairman.
November 27, 2024
To Sell for a Better Multiple, Put Your Firm Through Boot CampA back-to-basics review can put practices in shape to be acquired for top dollar.
November 25, 2024
Wells Fargo Loses Head of Advisor Recruiting to PNCBrendan Krebs will be managing director of PNCI Wealth Advisors.
November 20, 2024
Schwab Foundation Expands Scholarships, Marks $25M in Total Grant FundingThe Registered Investment Advisor Talent Advantage Student Scholarship now supports 15 students with $15,000 grants.