Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Why These Commonwealth Advisors Are Happily Giving LPL a Chance
By John ManganaroLPL’s leadership has been clear and consistent in its messaging to incoming Commonwealth teams, three advisors say.
June 02, 2025
Hightower Completes CEO Transition, Handing Larry Restieri the ReinsRestieri, a former Goldman partner, takes over from Bob Oros, who held the role since 2019.
May 27, 2025
Orion Splits Board of Directors, Launches Advisory CouncilThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
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.