Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Time's Running Out on PPP Loans, but RIAs Have Other Options
By Jeff BermanExecs from Live Oak Bank and DeVoe & Co. discuss SBA and other loans available for financial advisors.
March 04, 2021
You Advise Your Clients to Sell High. Why Not Take Your Own Advice?If you've been building your advisory business for decades, now may be the ideal time to sell your practice.
March 03, 2021
$1.2B RIA Leaves Merrill to Create New FirmThe principals of Blue Bell, Pennsylvania-based Amplius Wealth Advisors previously worked for a boutique wealth group within Merrill.
February 23, 2021
How M&A 'Merge-Ins' Can Enhance RIA DealsThis option can benefit both buyers and sellers.
February 03, 2021
What Advisors Should (and Shouldn't) Learn From Jeff BezosJoel Bruckenstein, David DeVoe, Doug Boneparth and others discuss Bezos' approach to tech and succession planning as he prepares to step aside as Amazon CEO.
June 18, 2020
Succession Planning Strategy: Convert to an RIA FirstThe wirehouse model of retirement often leaves money on the table.
June 11, 2020
LPL Rolls Out Succession Planning ProgramAssurance Plan offers advisors a minimum purchase price for a practice, based on a multiple of the advisor's recurring revenue.
May 15, 2020
Internal Succession Planning: How We Did ItInternal succession plans take time and investment in developing people; ours started 15 years ago.