Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Carson Group Names New CFO From Orion
By John ManganaroDaniel Applegarth is one of a number of leaders added since Burt White replaced Ron Carson as CEO.
April 16, 2024
Advisor Coach Reveals the 5 Challenges He's Asked About MostDerrick Kinney, a former advisor, also shares his secret to helping clients make a smooth transition to retirement.
April 12, 2024
Dani Fava, Former Envestnet Exec, Jumps to Carson"This is exactly the forward-thinking, client-centric organization I want to be a part of," Fava said.
April 09, 2024
Carson Steps Down as CEO of Carson GroupBurt White's appointment is about "taking great care of clients and the firm," says industry veteran Larry Roth.
April 04, 2024
EP Wealth Buys $1.2B California GroupThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.
April 02, 2024
Hightower Taps Gurinder Ahluwalia as PresidentThe RIA has also named Michael DiBiasio, a former managing director at Morgan Stanley, as its COO.
April 02, 2024
Creative Planning Buys $2.2B Wealth Manager in TexasThe deal with Maxwell Locke & Ritter Wealth Management, based in the greater Austin area, includes 18 employees.
March 28, 2024
Using a Partial Book Sale to Gradually Step AwayThe transition for advisor David Workman and his practice draws on a new LPL program.