Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
At Buckingham, CEO Birenbaum Keeps Building
By Jane Wollman RusoffThe leader of the RIA giant tells ThinkAdvisor which industry trends he's embracing and which he's skipping.
September 21, 2023
LPL Expands Succession Planning Program to Advisors Outside the FirmThe firm's Liquidity & Succession offering allows advisors to sell their practice while maintaining their brand, it says.
September 13, 2023
7 Ways Advisors Can Build Their FirmsThese steps fall into three primary strategies for advisor growth, Carson Group leaders said.
September 06, 2023
Commonwealth Expands Talent Exchange to Connect Students With AdvisorsCommonwealth says it will "foster connections between students and its affiliated advisors" and support needs of affiliated firms.
August 28, 2023
8 Business Traps for Advisors & How to Avoid Them: Kitces, RichardsWatch out for mistakes that can cause big problems for firm owners and next-gen leaders, these experts say.
August 21, 2023
10 Success Secrets of Top AdvisorsA new LPL study says the top 10% of advisors use these business-building strategies to be successful.
July 24, 2023
One Way to Add Young Clients: Hire a Young AdvisorJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 18, 2023
Morgan Stanley CEO: Worst of Industry Downturn Is OverShares of the bank surged 7% after executives gave an optimistic forecast.