Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Warren Buffett to Step Down Following Six-Decade Run Atop Berkshire
By Alexandre Rajbhandari and Katherine ChiglinskyBuffett, 94, plans to step down at year end.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 01, 2025
Dual Acquisitions Bring Nearly Another $1B to MercerOne deal brings the RIA its first offices in Kentucky, while the other expands its presence in Tennessee.
March 17, 2025
This Structure Maximizes Advisor Teams' Productivity: KitcesA more ideal team structure is far more beneficial than boosting technology, new research finds.
March 03, 2025
4 Pillars to Start Planning Your ExitIf 2025 is the year to switch firms, it’s time to determine how to ensure a smooth transition.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.
February 12, 2025
Hightower CEO Bob Oros to Step DownGoldman Sachs Ayco CEO Larry Restieri will fill the position this spring.
February 11, 2025
What Clients Really Want to Hear From Advisors: Ex-Merrill ExecJohn Thiel, who just launched an RIA, discusses what he seeks in advisors and why he left Merrill.