Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Buffett to Skip Stage at 2026 Annual Meeting: Report
By María Paula Mijares TorresBuffett, 94, prefers to give his successor the spotlight, the Omaha World-Herald reported.
May 05, 2025
Raymond James to Buy Stakes in Some Advisor PracticesThe program "addresses the challenges they face when monetizing their practice," said Emma Boston, head of strategic operations.
May 03, 2025
Warren Buffett to Step Down Following Six-Decade Run Atop BerkshireBuffett, 94, plans to step down at year end.
April 22, 2025
How a Car Dealership Titan Wrecked a Family LegacyInfighting and confusion often replace gratitude and cooperation as significant wealth is grown and shared.
April 14, 2025
Fidelity's Contrafund Manager Gets Help After 34-Year Solo RunTwo co-managers join Will Danoff to lead the $145 billion active mutual fund.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 01, 2025
Dual Acquisitions Bring Nearly Another $1B to MercerOne deal brings the RIA its first offices in Kentucky, while the other expands its presence in Tennessee.
March 17, 2025
This Structure Maximizes Advisor Teams' Productivity: KitcesA more ideal team structure is far more beneficial than boosting technology, new research finds.