Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
LPL Grabs Advisors With $700M From Osaic
By Janet LevauxThe seven financial advisors making the move work in five different teams and are all based near Minneapolis.
March 04, 2024
8 Ways to Blow a Good M&A DealEven a good deal can go bad if the firms ignore potential red flags or rush the process.
February 29, 2024
The Trends Driving 2024 RIA Dealmaking, in 5 ChartsThe next-gen talent shortage is starting to hit hard, DeVoe & Co. finds.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 12, 2024
Credentials Boost Planners' Confidence and Client Base: SurveyContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.
February 01, 2024
Joe Duran's Rise Growth Wins $250M Backing From New Capital PartnerDuran, Rise's founder and CEO, says the Charlesbank investment is a significant milestone for the firm.
January 25, 2024
6 Mistakes RIAs Make With Succession PlanningIt's vital to understand potential pitfalls to mitigate risks and effectively implement an exit strategy.