Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
RIA Succession Planning Options: 8 Things to Know
By John ManganaroThere are many viable options for RIA principals looking to exit the business, but proper planning takes time.
May 21, 2025
Inside Raymond James’ Minority Stake StrategyThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.
May 19, 2025
Buffett to Skip Stage at 2026 Annual Meeting: ReportBuffett, 94, prefers to give his successor the spotlight, the Omaha World-Herald reported.
May 15, 2025
How Raymond James Spends $1B a Year on Tech, With Advisors in MindAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.
May 07, 2025
Diamond Consultants Has a New CEOLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.
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.