Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Financial Vulnerabilities Undermine Small-Business Owners' Confidence: Survey
By Michael S. FischerOnly 47% of respondents rate their financial management skills highly, Guardian Life research finds.
June 18, 2026
Why Succession Planning Is Now a Retention StrategyAdvisors who include clients through a transition are the ones who build the case years before they need it.
June 12, 2026
Ensemble Practice Names Catherine Williams COOThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 05, 2026
The 5 Best Ways to Successfully Buy a Book of BusinessLanding quality practices is not about the bid. Rather, the process starts and ends with building relationships.
May 04, 2026
AmeriFlex Rolls Out Succession PlatformThis follows Cambridge Investment Research's January announcement of a strategic minority stake in the advisor-owned hybrid RIA.
April 28, 2026
LPL Rolls Out Military-Deployment Practice Support ProgramThe program aims to support advisors and their firms when they're deployed.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.