Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Oppenheimer & Co. Names New President
By Jeff BermanRobert Lowenthal has been promoted to president of Oppenheimer Holdings and Oppenheimer & Co.
September 20, 2021
More Wealthy Business Owners Looking to Retire, Move or Sell: SurveyTwo-thirds of wealthy business owners say COVID accelerated their plans to retire or sell, Clarfeld | Citizens Private Wealth found.
August 02, 2021
Avantax Scoops Up $1.1B RIAWhen the deal closes, the RIA's three partners will become financial planning consultants with Avantax Planning Partners.
July 29, 2021
T. Rowe Price Chairman, CEO to RetireBill Stromberg, who's spent 35 years with the firm, will be replaced by President Rob Sharps on Jan. 1, 2022.
June 25, 2021
Jamie Hopkins: How a Capital Gains Tax Hike Will Affect AdvisorsThe proposed tax increase will have a major impact on advisors who plan to sell their firms, Carson Group's managing partner of wealth solutions says.
May 13, 2021
Time to Sell or to Grow?Selling should be based on a timeline that fits your firm's objectives, not on what the rest of the market is doing.
April 27, 2021
Buy, Sell or Grow? For S- and C-Corps, It's ComplicatedTax and legal issues complicate the ability of these firms to finance growth and succession. Here are some options.
March 24, 2021
How a 35-Year-Old CEO 'Future-Proofed' Her Father's FirmCammy Smith tells ThinkAdvisor about her journey from pre-med student to financial advisor to consultant and chief executive.