Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
$1B Beacon Financial Joins Osaic's Empowered Indie Channel
By Rob BurgessCindy Hamel, an Osaic executive, says this affiliation arrangement gives advisors a framework for long-term succession planning.
September 24, 2026
RIA Deals on Track to Fall in Q3: DeVoeThe dip, according to new data, follows a seven-quarter streak of record-setting activity.
September 17, 2026
How Founders Can Get Out of Their Own WayA panel of CEOs discussed how the people who built a company can avoid becoming the ones holding it back.
September 14, 2026
Advisors Know Succession Planning Matters. Why Are So Few Prepared?Less than 40% of advisors planning an exit in the next five years have a successor in mind, a new survey finds.
August 27, 2026
PRO
Selling Your RIA to Private Equity Without RegretsTalk to multiple firms, do your homework and prepare for a mindset shift, Allworth Financial co-founder Scott Hanson advises.
August 20, 2026
FP Transitions Introduces Firm Valuation Benchmarking ToolCEO Brad Bueermann also announces the hiring of a new chief operating officer.
August 05, 2026
PRO
Want to Sell Your Business? Start Planning EarlyWaiting too long to implement a tax-efficient strategy is a mistake, says Bryan Bibbo of Prosperity Capital Advisors.
August 04, 2026
Sammons to Get a Homegrown Chairman and CEORob TeKolste, Esfand Dinshaw's chosen successor, has been with the employee-owned annuity issuer since 1999.