Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Diamond Consultants Has a New CEO
By Melanie WaddellLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.
April 22, 2025
How a Car Dealership Titan Wrecked a Family LegacyInfighting and confusion often replace gratitude and cooperation as significant wealth is grown and shared.
April 14, 2025
Fidelity's Contrafund Manager Gets Help After 34-Year Solo RunTwo co-managers join Will Danoff to lead the $145 billion active mutual fund.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 01, 2025
Dual Acquisitions Bring Nearly Another $1B to MercerOne deal brings the RIA its first offices in Kentucky, while the other expands its presence in Tennessee.
March 17, 2025
This Structure Maximizes Advisor Teams' Productivity: KitcesA more ideal team structure is far more beneficial than boosting technology, new research finds.
March 03, 2025
4 Pillars to Start Planning Your ExitIf 2025 is the year to switch firms, it’s time to determine how to ensure a smooth transition.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.