Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Selling in the Red-Hot M&A Market: How to Maximize Your Price
By Jim DicksonThere are major differentiators that determine the price your firm can attract in the deal marketplace.
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.
December 02, 2021
Oppenheimer & Co. Names New PresidentRobert Lowenthal has been promoted to president of Oppenheimer Holdings and Oppenheimer & Co.
November 01, 2021
10 Top Trends for RIAs, Dealmaking: DeVoe SummitSchwab's Bernie Clark, David DeVoe and others gave predictions, advice and warnings for RIAs.
September 23, 2021
Advisors Expect M&A Surge in Next 12 Months: NationwideAdvisors "are more bullish about M&A than we've seen in years," Nationwide's Craig Hawley says.
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.