Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
RIA Succession Planning Reaches Breaking Point: DeVoe
By Michael S. FischerTwo-thirds of industry executives see it as a major issue, a report finds, with less next-gen confidence.
December 10, 2025
How 2026 Could Break More RIA M&A Records (and What Could Dim It)Allen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.
November 26, 2025
Skilled Life Insurance Advisors Are Vanishing. What Now?A longtime business strategist has suggestions about how to fill the holes.
November 21, 2025
Top Advisors Once Shunned Edward Jones. Now They Come Knocking.The firm has made major changes to lure million-dollar producers, recruiter Jason Henderson says.
November 19, 2025
LPL Takes Minority Stake in Private Advisor GroupLPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.
November 13, 2025
Carson Group Launches Mentorship ProgramCarson Wealth Advisor Mentorship Program pairs experienced advisors with next-gen professionals within Carson Wealth’s network.
November 10, 2025
Edward Jones to Expand Limited Partnership OpportunitiesThe firm is preparing for the largest limited partnership offering in its history, Penny Pennington confirms.
November 05, 2025
Alaris Acquisitions Launches M&A Portal for BuyersThe digital hub helps acquirers present their firm to potential sellers through distinct profiles, videos and interactive insights.