Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
LPL Expands Succession Planning Program to Advisors Outside the Firm
By Jeff BermanThe firm's Liquidity & Succession offering allows advisors to sell their practice while maintaining their brand, it says.
August 28, 2023
8 Business Traps for Advisors & How to Avoid Them: Kitces, RichardsWatch out for mistakes that can cause big problems for firm owners and next-gen leaders, these experts say.
August 21, 2023
10 Success Secrets of Top AdvisorsA new LPL study says the top 10% of advisors use these business-building strategies to be successful.
July 24, 2023
One Way to Add Young Clients: Hire a Young AdvisorJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 18, 2023
Morgan Stanley CEO: Worst of Industry Downturn Is OverShares of the bank surged 7% after executives gave an optimistic forecast.
June 27, 2023
Ignore These Advisor Succession Trends at Your Own PerilA lack of succession planning by established financial advisors could result in painful disruptions for firms and their clients.
June 22, 2023
No Substitute for Organic Growth, M&A Experts WarnDealmaking can be beneficial, but it needs a foundation of organic growth for long-term success.
June 12, 2023
10 Proven Strategies for Adding Top Advisors to Your FirmNeed to source great talent for your wealth management firm? Consider these insights from two recruiting experts.