Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
August 22, 2024
Sky Is the Limit for Ambitious RIAs: Burt WhiteThe CEO discusses what's next for Carson Group and how advisors can break down barriers to growth.
August 14, 2024
$630M Advisor Team Joins Commonwealth From OsaicKrueger Financial Services has three advisors and is based in Tempe, Arizona.
August 01, 2024
Vanguard Fund to Change Management TeamJean Hynes will stop co-managing its health care fund next year, when Rebecca Sykes is set to become sole manager.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.
July 31, 2024
Focus Financial Taps New Head of DevelopmentTravis Danysh is now tasked with leading all corporate development activities at Focus, including M&A.
July 23, 2024
KKR to Buy Janney Montgomery Scott From Penn MutualJanney will become a standalone private company that will continue to operate independently.
July 23, 2024
The Lesson Joe Biden Just Gave Your ClientsBiden made the decision that is right for him and his community. They can do the same.
July 19, 2024
Focus Financial to Merge Atlanta-Based Wealth Shop With Colony GroupThis and other recent deals have pushed The Colony Group's assets to about $110 billion.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.