Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
How This Bank Rep Took the Leap to Independence
By Janet LevauxAdvisor Rebecca Boyd explains handling tricky tasks like rebuilding a book of business after joining Commonwealth Financial.
June 10, 2024
Focus Financial Names New COO, 3 More New ExecsThe news comes a few months after Focus named Michael Nathanson as CEO amid a broader leadership reshuffle.
June 07, 2024
Cresset Acquires 130-Year-Old Family Office Firm in MichiganThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 04, 2024
New Event to Spotlight Role of Black Women in FinanceThe first Women's Impact Initiative Network Conference is set for Chicago on Juneteenth.
June 03, 2024
Association of African American Financial Advisors CEO 'Involuntarily Removed': ReportLongtime J.P. Morgan executive Sheena Gray has taken over as interim CEO, replacing Christian Nwasike.
May 24, 2024
Raymond James Taps New CFO as Leadership Shuffle ContinuesButch Oorlog will replace CEO-in-waiting Paul Shoukry; Bella Allaire also has a new role.
May 23, 2024
Summer CFP Training Program Registration Closes WednesdayThe program for college students, new advisors and career changers covers 500 standard pathway experience hours.
May 23, 2024
Gorman to Step Down as Morgan Stanley Chairman at Year-EndThe decision to step down after giving up the CEO role in January is seen as a vote of confidence in CEO Ted Pick.