Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Association of African American Financial Advisors CEO 'Involuntarily Removed': Report
By John ManganaroLongtime J.P. Morgan executive Sheena Gray has taken over as interim CEO, replacing Christian Nwasike.
May 23, 2024
Gorman to Step Down as Morgan Stanley Chairman at Year-EndThe decision to step down after giving up the CEO role in January is seen as a vote of confidence in CEO Ted Pick.
May 21, 2024
FDIC Chair to Step Down After Scathing Report on 'Sexualized' CultureMartin Gruenberg says he's prepared to step down once a successor is confirmed.
May 17, 2024
What the FTC's New Non-Compete Ban Means for Advisor RecruitingThe real reason unhappy advisors stay put has nothing to do with legal agreements, recruiter Jason Diamond says.
May 15, 2024
Mercer Advisors Appoints New Principal of M&AAdding another executive with C-suite experience to the space reflects the company's commitment to inorganic growth.
May 13, 2024
The Fiduciary Institute's 2024 Training Course Open for RegistrationSpace is limited; instructors include Harold Evensky and Rick Kahler.
May 13, 2024
Mark Tibergien: 7 Big Mistakes for Growing RIAs to Avoid"Simply being bigger isn't always better," the Pershing Advisor Solutions CEO turned consultant says.
May 09, 2024
Integrated Partners Names New PresidentAndree Mohr, Integrated Partners' chief implementation officer, will take on the role of president.