Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Madison Dearborn Forges $580B Firm Under Wealthspire Brand
By John ManganaroFormer Wealthspire Advisors CEO Michael LaMena will lead the new organization, which unites the NFP units acquired from Aon.
October 15, 2025
Jay Shah, Edelman Financial Engines CEO, Steps DownRalph Haberli, who serves as the firm's president, is taking over as the acting leader.
October 02, 2025
UHNW Institute Launches Single-Family Office Leadership GroupThe Single Family Office Circle's offerings include unbiased content, peer forums, practice development tools and networking resources.
October 01, 2025
RFG Advisory Taps Dynasty Co-Founder as PresidentEd Swenson left the financial firm in 2023 for an interim role at Osaic before landing at RFG.
September 25, 2025
Longtime Raymond James Exec Departs to Launch Advisor ConsultancyThe experience of surviving cancer helped solidify the decision to start a consulting firm, Steve Voss says.
September 23, 2025
J.P. Morgan Advisors Replaces Retiring CEOMollie Colavita, formerly a managing director in the private client services group, will take over for Phil Sieg.
September 22, 2025
The 7 Pillars of a Successful Advisory Firm SaleHere's what buyers want to see — and what scares them off, according to consultant Linda Bready.
September 15, 2025
LPL Weighs Minority Investments in Hybrid RIAsThe strategy would provide capital-hungry firms an alternative to private equity, executive Marc Cohen says.