RIA Succession Planning Reaches Breaking Point: DeVoe
By Michael S. FischerTwo-thirds of industry executives see it as a major issue, a report finds, with less next-gen confidence.
December 17, 2025
Schwab Doubles AUM Level for Advisors in Client Referral ProgramTwo months ago, the firm said it would hike the asset minimum for investor clients using the program.
December 17, 2025
Why Wealth Firms Are Struggling With Organic Growth: F2 StrategyFirms need to build stronger, more coordinated strategies across sales, marketing, technology and product functions, a report finds.
December 17, 2025
How to Survive Wealth Management's Most Disruptive DecadeWhat's coming in the next 10 years isn't evolution. It's a flip of the script.
December 16, 2025
What RIAs Should Ask Before They Sign Minority DealsToo many buyers talk a big game but won’t do the work required of good partners.
December 15, 2025
Focus Financial Names New CEOPresident Adam Birenbaum will take on the role when Michael Nathanson steps down Feb. 1.
December 15, 2025
Schwab Accuses RIA of Using Trade Secrets to Divert Over $85M in AssetsA former Schwab consultant improperly contacted clients for his new employer, according to a lawsuit.
December 10, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.