Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'
By Jane Wollman RusoffYounger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 13, 2025
Kestra Financial to Replace President in AprilJohn Amore, the firm's head of wealth management, will take over from the retiring Stephen Langlois.
January 09, 2025
Dodge & Cox CEO and Chair Dana Emery to RetireAt year-end, she will be succeeded by David Hoeft as chair and Roger Kuo as CEO.
January 08, 2025
FSI Names Board of Directors and Executive CommitteeThe advocacy group's board added four new members and elected five prior directors to leadership roles.
January 08, 2025
Ex-Merrill Wealth Head John Thiel Launches RIAThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 06, 2025
Focus Financial Establishes Hub Office in TorontoCardinal Point, the cross-border wealth management and financial planning firm, will become Focus’ fifth hub.
January 02, 2025
As Gen Xers Start Turning 60, Retirement Might Look DifferentSurvey after survey shows that the generation's post-work prospects and approaches are decidedly mixed.