Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Don't Forget This Important Planning Task for the New Year
By Roger WohlnerTaking some time now to plan for your business enables you to serve clients better.
December 18, 2023
Personal Investing Head Joanna Rotenberg to Leave FidelityRotenberg helped steer the firm's partition of its personal investing business into two distinct entities.
December 14, 2023
Edelman Financial Buys $1.5B Retirement FirmThis is the company's largest deal, based on assets, since it began acquiring other entities in 2021.
December 11, 2023
Top 14 Assets Billionaires Plan to Buy More of in 2024: SurveyThe great wealth transfer is on. Here's where billionaires are boosting investment, according to UBS.
December 06, 2023
Why a Tennis Pro Turned Solo Advisor Joined a Team"The biggest surprise was the emotional feeling of loss," Dan Goldie says of selling his practice.
December 04, 2023
CEO: To Lead an RIA, 'You Have to Understand People'Technical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.
November 28, 2023
At Buckingham, CEO Birenbaum Keeps BuildingThe leader of the RIA giant tells ThinkAdvisor which industry trends he's embracing and which he's skipping.
November 28, 2023
Cetera Closes $1.2B Avantax DealIn purchasing the financial planning firm, Cetera grows its advanced tax and retirement capabilities for wealthy clients.