Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
The Best Successor Is Right There, If You Know How to Look
By Dan KreuterIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
8 Steps for a Smooth Succession
Business or Practice? The Critical Question RIAs Must Ask
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.
January 08, 2024
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?Many of the places advisors wanted to break away from have adjusted their models and modernized.
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 21, 2023
LPL Takes 20% Stake in Independent Advisor AllianceThe backing will help to elevate advisor services and support without jeopardizing IAA's independence, its CEO says.
December 18, 2023
Personal Investing Head Joanna Rotenberg to Leave FidelityRotenberg helped steer the firm's partition of its personal investing business into two distinct entities.
December 14, 2023
Edelman Financial Buys $1.5B Retirement FirmThis is the company's largest deal, based on assets, since it began acquiring other entities in 2021.