Why Succession Planning Is Now a Retention Strategy
By Jeff JudgeAdvisors who include clients through a transition are the ones who build the case years before they need it.
June 17, 2026
$3.5B Team Leaves UBS; $1.2B Advisor Joins FirmBeacon Coast Partners, which serves UHNW individuals and families, is launching an employee-owned RIA.
June 16, 2026
Cresset Appoints Head of Family Office ServicesMark Tremblay, from Bessemer Trust, says regular advisors can take a page from a family office's holistic approach.
June 15, 2026
Dynasty Launches Consulting Group, Plans to Buy Branding Firm"We are building the consulting business of the future," said CEO Shirl Penney.
June 11, 2026
Orion Opens New Office in PennsylvaniaThe move reflects the firm's "continued growth in the Philadelphia region," spokesperson Julie Lane says.
June 11, 2026
RIA Consolidation Will Push the Channel Past $4T in 10 Years: CerulliFirms increasingly turn to mergers and acquisitions to drive scale and respond to evolving client demands, research finds.
June 09, 2026
Janney Names Inaugural Chief Strategic Initiatives OfficerIn his newly created role, Frank van Etten will report directly to CEO Tony Miller.
June 09, 2026
SEC Warns Advisors on Conflicts in Cash Management, FeesA new risk alert points to deficiencies found during advisor exams.