Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
3 Key Elements for Successful Succession Planning
By Matt MatrisianBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 08, 2024
8 Wealth Planning Insights From a Business and Estate LawyerMonique Hayes has seen a lot of things go wrong when wealth changes hands.
March 04, 2024
LPL Chief Product Officer to Step Down Amid 'Organizational Realignment'Kabir Sethi will depart the company at the end of March, according to a regulatory filing.
March 04, 2024
8 Ways to Blow a Good M&A DealEven a good deal can go bad if the firms ignore potential red flags or rush the process.
February 29, 2024
The Trends Driving 2024 RIA Dealmaking, in 5 ChartsThe next-gen talent shortage is starting to hit hard, DeVoe & Co. finds.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 12, 2024
Credentials Boost Planners' Confidence and Client Base: SurveyContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.