Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
October 21, 2024
Dave Barton, Mercer Advisors' Head of M&A, RetiresThe executive stepped down to focus on his health.
October 16, 2024
Pathstone to Acquire $45B UHNW Specialist Firm Hall CapitalThe deal will bring Pathstone's total AUM to nearly $100 billion.
October 15, 2024
Stone Point Returns as Kestra's Top Private Equity BackerStone Point first invested in Kestra in 2016 and later sold its minority share to Oak Hill Capital.
October 14, 2024
For a Better M&A Deal, Think Marriage, Not AuctionAlaris Acquisitions CEO Allen Darby, formerly a matchmaker for United Capital, walks ThinkAdvisor through his process.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 09, 2024
XY Planning Network Marks 10th AnniversaryThe network has proven that serving younger clients is "not only viable, it's profitable," says CEO Alan Moore.
October 07, 2024
MAI Capital Adds $1.2B Fee-Only Advisor TeamThe acquisition is MAI Capital's 40th since 2018 and its eighth of 2024.
October 04, 2024
Ameriprise Recruiting Head Abruptly ResignsManish Dave had been an executive at Ameriprise for more than 18 years.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.
October 03, 2024
Wealth Enhancement Group Buys $2.4B Hybrid RIA in South CarolinaThe acquired firm, FinTrust Capital Advisors, specializes in advanced financial planning and tax strategies.