Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Elevation Point Nabs Ex-Dynasty Exec as COO
By John ManganaroCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 24, 2024
Mercer Appoints Chief People Officer Amid Rapid GrowthThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 18, 2024
FPA Elects Future President, Board MembersDaniel Galli will head the organization in 2026, taking over from Paul Brahim.
September 12, 2024
Hightower Backs $2.3B Florida Wealth FirmHightower, led by Bob Oros, now works with 140 advisory businesses.
September 10, 2024
LPL Recruits HNW Advisor Duo From BofAPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
September 10, 2024
Orion Taps CFO From Private Equity SpaceMark Mayo joins the wealth management technology platform provider after eight years with a drug testing company.
September 04, 2024
Bluespring Wealth Partners Names New PresidentPradeep Jayaraman is a former business development leader at Focus Financial.