Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
4 Ways to Get Succession Planning Right
By Ilona BoxWhile every practice is unique and there's no silver bullet, there are a few essential tenets for those thinking about their retirement from the advice business.
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.
December 29, 2021
RIA Industry Is 'Under-consolidated': Focus Financial's AdolfWhile there were over 200 deals in the space in '21, the executive says there should be more like 300 or 400 transactions a year.
December 22, 2021
Thrivent's Carolyn Armitage: The Resolution Advisors Should Make for 2022The Thrivent Advisor Network head is providing Thrivent's new independent RIA with strategic guidance.