Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Why Succession Planning Can't Wait
By Andrea FrossardIf you're building something useful, why let it just blow away?
June 25, 2025
7 Shortfalls in Advisors' Own Retirement PlanningAdvisory business owners and their potential successors demonstrate a stark lack of preparedness, Kestra Financial research found.
June 09, 2025
RIA Succession Planning Options: 8 Things to KnowThere are many viable options for RIA principals looking to exit the business, but proper planning takes time.
June 02, 2025
Hightower Completes CEO Transition, Handing Larry Restieri the ReinsRestieri, a former Goldman partner, takes over from Bob Oros, who held the role since 2019.
May 27, 2025
Orion Splits Board of Directors, Launches Advisory CouncilThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
May 21, 2025
Inside Raymond James’ Minority Stake StrategyThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.
May 19, 2025
Buffett to Skip Stage at 2026 Annual Meeting: ReportBuffett, 94, prefers to give his successor the spotlight, the Omaha World-Herald reported.
May 15, 2025
How Raymond James Spends $1B a Year on Tech, With Advisors in MindAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.