Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Raymond James Taps New CFO as Leadership Shuffle Continues
By John ManganaroButch Oorlog will replace CEO-in-waiting Paul Shoukry; Bella Allaire also has a new role.
May 21, 2024
FDIC Chair to Step Down After Scathing Report on 'Sexualized' CultureMartin Gruenberg says he's prepared to step down once a successor is confirmed.
May 17, 2024
What the FTC's New Non-Compete Ban Means for Advisor RecruitingThe real reason unhappy advisors stay put has nothing to do with legal agreements, recruiter Jason Diamond says.
May 15, 2024
Mercer Advisors Appoints New Principal of M&AAdding another executive with C-suite experience to the space reflects the company's commitment to inorganic growth.
May 13, 2024
The Fiduciary Institute's 2024 Training Course Open for RegistrationSpace is limited; instructors include Harold Evensky and Rick Kahler.
May 13, 2024
Mark Tibergien: 7 Big Mistakes for Growing RIAs to Avoid"Simply being bigger isn't always better," the Pershing Advisor Solutions CEO turned consultant says.
May 09, 2024
Integrated Partners Names New PresidentAndree Mohr, Integrated Partners' chief implementation officer, will take on the role of president.
May 08, 2024
LPL Closes Acquisition of $5B Wealth BusinessSo far, about 125 Crown Capital advisors have been moved to LPL's platform.