Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
How 2026 Could Break More RIA M&A Records (and What Could Dim It)
By John ManganaroAllen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.
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.
November 05, 2025
Madison Dearborn Forges $580B Firm Under Wealthspire BrandFormer Wealthspire Advisors CEO Michael LaMena will lead the new organization, which unites the NFP units acquired from Aon.
October 31, 2025
Steward Partners Execs Reflect on 12 Years of GrowthThe financial services firm sailed past $40 billion in total assets and aims to double the business in short order.
October 16, 2025
How RIA Owners Can Fund Growth While Keeping ControlMinority investments can be a good option for mid-career advisors looking to scale, Michael Belluomini says.