Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
4 Ways to Put 'Success' in Succession Planning
By Scott DannerFew choices carry more weight than a successor, yet many leaders leave that search until it's nearly too late.
February 02, 2026
How Wealth Management M&A Played Out in 2025Deal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.
January 30, 2026
Ritholtz Rolls Out Succession Plan Featuring Employee Ownership"We have a plan to continue forever, without private equity dollars," co-founder Barry Ritholtz says.
January 28, 2026
Hightower COO Leaves Firm After Less Than 2 YearsThe firm has made a number of high-level leadership changes since former CEO Bob Oros departed.
January 22, 2026
Cetera Acquires $1.9B Avantax-Affiliated Wealth BusinessDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 20, 2026
7 Steps Advisors, Wealth Firms Can Take to Win in 2026Industry leaders Shirl Penney and Natalie Wolfsen sound off on today's key issues with author April Rudin.
January 15, 2026
Merrill Posts Strong Wealthy-Client Growth in 2025The Thundering Herd also continues to see low levels of advisor attrition, one executive said.
January 14, 2026
Osaic Taps Two Firms to Enhance Advisor Training ProgramsThe wealth manager draws on ActiFi and Greene Consulting to further develop its training and support capabilities.