Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
LPL Closes Acquisition of $5B Wealth Business
By John ManganaroSo far, about 125 Crown Capital advisors have been moved to LPL's platform.
May 02, 2024
This Overlooked Secure 2.0 Change Helps Business-Owning SpousesThe law created two important exceptions that can help owners of closely held businesses offer retirement plans.
May 02, 2024
SEIA Strikes Deal for $2B RIA in ClevelandThe firm sees "significant additional acquisitions" ahead, Signature Estate and Investment Advisors CEO Brian Holmes says.
May 02, 2024
With Fresh Genstar Funding, Cetera Charges AheadThe firm is building on some big-ticket acquisitions after its recent recapitalization, Cetera Holdings CEO Mike Durbin says.
May 01, 2024
JPMorgan Embraces Family Offices, With 'Very Tailored' AdviceThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
April 26, 2024
Cetera Names New Head of Corporate DevelopmentMichael Molnar joined the firm last year via its acquisition of Avantax.
April 24, 2024
Carson Group Names New CFO From OrionDaniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.
April 23, 2024
Advisor360 Taps Former MassMutual Exec as CEOMike Fanning takes the helm from Richard Napolitano, who will retire May 1.