Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
LPL Closes Acquisition of Atria Wealth Solutions
By John ManganaroThe firm said it expects to meet or exceed its 80% advisor retention goal.
September 30, 2024
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative PlanningPeter Mallouk will continue to lead the business and keep his majority stake.
September 30, 2024
LPL Names Cheri Belski Head of Investment Management SolutionsCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 30, 2024
Steward Partners Promotes 3 Senior LeadersJeff Gonyo will head wealth management, while Kirstie Eustace becomes chief administrator and Maria Condon chief of staff.
September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 27, 2024
Private Equity Firm TPG Takes Minority Stake in Homrich BergThe deal aims to build upon the success of HB's 2021 minority equity partnership with New Mountain Capital.
September 24, 2024
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' GrowthAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.
September 24, 2024
Mercer Appoints Chief People Officer Amid Rapid GrowthThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.