Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Jay Shah, Edelman Financial Engines CEO, Steps Down
By Dinah Wisenberg BrinRalph Haberli, who serves as the firm's president, is taking over as the acting leader.
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.
September 05, 2025
RIA Industry 'Trending Toward Mediocrity': ReportRIAs' employee development and compensation practices are falling short, DeVoe & Co. finds in a new survey.
August 14, 2025
Why Succession Planning Can't WaitIf you're building something useful, why let it just blow away?
August 12, 2025
Recruiting Deals Offer More Than Money, But the Money's Really Good, TooThere’s a rush to get the assets of longer-tenured advisors before they get locked up in a sunset package.