Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Edelman Financial Buys $1.5B Retirement Firm
By John ManganaroThis is the company's largest deal, based on assets, since it began acquiring other entities in 2021.
December 04, 2023
CEO: To Lead an RIA, 'You Have to Understand People'Technical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.
November 28, 2023
At Buckingham, CEO Birenbaum Keeps BuildingThe leader of the RIA giant tells ThinkAdvisor which industry trends he's embracing and which he's skipping.
November 28, 2023
Cetera Closes $1.2B Avantax DealIn purchasing the financial planning firm, Cetera grows its advanced tax and retirement capabilities for wealthy clients.
November 08, 2023
Hightower Acquires $2.5B RIAThe wealth management firm adds Resource Consulting Group, a fee-only concern based in Orlando, Florida.
September 21, 2023
LPL Expands Succession Planning Program to Advisors Outside the FirmThe firm's Liquidity & Succession offering allows advisors to sell their practice while maintaining their brand, it says.
September 13, 2023
7 Ways Advisors Can Build Their FirmsThese steps fall into three primary strategies for advisor growth, Carson Group leaders said.
September 06, 2023
Commonwealth Expands Talent Exchange to Connect Students With AdvisorsCommonwealth says it will "foster connections between students and its affiliated advisors" and support needs of affiliated firms.