Succession Planning

Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.

4 Options for Passing Down Your Firm

December 09, 2024

4 Options for Passing Down Your Firm
The Best Gift You Can Give Your Family May Be in Your Filing Cabinet

December 06, 2024

The Best Gift You Can Give Your Family May Be in Your Filing Cabinet
To Sell for a Better Multiple, Put Your Firm Through Boot Camp

November 27, 2024

To Sell for a Better Multiple, Put Your Firm Through Boot Camp
Cetera Financial Group CEO to Retire

November 07, 2024

Cetera Financial Group CEO to Retire
October Broke RIA Deal Record: DeVoe

November 05, 2024

October Broke RIA Deal Record: DeVoe
LPL Board Confirms Rich Steinmeier as CEO

October 22, 2024

LPL Board Confirms Rich Steinmeier as CEO
Dave Barton, Mercer Advisors' Head of M&A, Retires

October 21, 2024

Dave Barton, Mercer Advisors' Head of M&A, Retires
Pathstone to Acquire $45B UHNW Specialist Firm Hall Capital

October 16, 2024

Pathstone to Acquire $45B UHNW Specialist Firm Hall Capital
Stone Point Returns as Kestra's Top Private Equity Backer

October 15, 2024

Stone Point Returns as Kestra's Top Private Equity Backer
For a Better M&A Deal, Think Marriage, Not Auction

October 14, 2024

For a Better M&A Deal, Think Marriage, Not Auction