Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
$1.2B RIA Leaves Merrill to Create New Firm
By Jeff BermanThe principals of Blue Bell, Pennsylvania-based Amplius Wealth Advisors previously worked for a boutique wealth group within Merrill.
June 18, 2020
Succession Planning Strategy: Convert to an RIA FirstThe wirehouse model of retirement often leaves money on the table.
June 11, 2020
LPL Rolls Out Succession Planning ProgramAssurance Plan offers advisors a minimum purchase price for a practice, based on a multiple of the advisor's recurring revenue.
May 15, 2020
Internal Succession Planning: How We Did ItInternal succession plans take time and investment in developing people; ours started 15 years ago.
March 30, 2020
Raymond James Introduces New Training, Succession ProgramsAdvisors who qualify can consult for those reps receiving their businesses for two years and then get up to five years of payments.
February 21, 2020
Why Succession Planning MattersIt's best to think about team members as next-gen owners early on and groom them to become your successor over time.
February 05, 2020
3 Must-Ask Questions for Succession PlanningMany advisors are so focused on the business, they miss making the best plan for their own retirement.
January 21, 2020
RIA Cerity Partners Adds $1B Sullivan & Serwitz TeamS&S will "provide presence and growth opportunities" in Northern California, Cerity Partners says.