Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
6 Questions to Ask Yourself Before You Sell Your Advisory Firm
By Kelly StraubAn advisor who sold his business offers practical guidance to others looking to do the same.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 01, 2022
Why 5 Days a Week in the Office Is Better for EveryoneReturning to the office is critical for training younger workers and for establishing office culture at all ages.
February 24, 2022
Family Offices Need Succession Planning Advice: SurveyEconomic and social disruption are leading family office executives to adjust their approaches, BNY Mellon Wealth Management found.
February 10, 2022
Selling in the Red-Hot M&A Market: How to Maximize Your PriceThere are major differentiators that determine the price your firm can attract in the deal marketplace.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.
January 19, 2022
4 Big Reasons RIA Deals Are Surging: DeVoeThe upward trajectory will continue for seven years or longer, according to DeVoe & Co.
January 06, 2022
RIAs Expect M&A Surge to Continue in 2022Survey respondents cited high valuations, aging of firm founders and proliferation of serial acquirers as reasons, DeVoe & Co. reported.