Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Cresset Acquires 130-Year-Old Family Office Firm in Michigan
By John ManganaroThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
May 24, 2024
Raymond James Taps New CFO as Leadership Shuffle ContinuesButch Oorlog will replace CEO-in-waiting Paul Shoukry; Bella Allaire also has a new role.
May 23, 2024
Summer CFP Training Program Registration Closes WednesdayThe program for college students, new advisors and career changers covers 500 standard pathway experience hours.
May 23, 2024
Gorman to Step Down as Morgan Stanley Chairman at Year-EndThe decision to step down after giving up the CEO role in January is seen as a vote of confidence in CEO Ted Pick.
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.