RIA M&A Surges in 2010: Why, and Will It Continue?
RIA merger and acquisition deals continue to be executed at the record pace that was set in the first quarter of this year, according to data compiled by Schwab.
Put Strategic Context Around Your Succession Plan
Taking time to create a comprehensive succession plan can not only ensure there is a clear path to retirement, it also has the potential to create greater success in business and life.
Succession Planning: Planning Your Future
The economy may be on a slow track to recovery, but acquisitions of independent RIA practices are powering ahead. With the industry's continued growth and...
While it may not always be easy to find an external successor, it can be done. That was the experience of Kevin Hoyle and Joe...
Options, Options, Options
Big banks used to be the main acquirers of advisory firms, but in the past few years, the consolidators (such as Focus Financial Partners and...