Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Want to Sell Your Business? Start Planning Early
By Jane Wollman RusoffWaiting too long to implement a tax-efficient strategy is a mistake, says Bryan Bibbo of Prosperity Capital Advisors.
July 16, 2026
Financial Vulnerabilities Undermine Small-Business Owners' Confidence: SurveyOnly 47% of respondents rate their financial management skills highly, Guardian Life research finds.
July 01, 2026
6 Things That Matter Most When Advisors Switch FirmsThe firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.
June 18, 2026
Why Succession Planning Is Now a Retention StrategyAdvisors who include clients through a transition are the ones who build the case years before they need it.
June 12, 2026
Ensemble Practice Names Catherine Williams COOThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 05, 2026
The 5 Best Ways to Successfully Buy a Book of BusinessLanding quality practices is not about the bid. Rather, the process starts and ends with building relationships.