Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Why Half of Mercer's 500 Advisors Are Women
By Jane Wollman RusoffCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
February 10, 2022
Selling in the Red-Hot M&A Market: How to Maximize Your PriceThere are major differentiators that determine the price your firm can attract in the deal marketplace.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.
January 19, 2022
4 Big Reasons RIA Deals Are Surging: DeVoeThe upward trajectory will continue for seven years or longer, according to DeVoe & Co.
January 06, 2022
RIAs Expect M&A Surge to Continue in 2022Survey respondents cited high valuations, aging of firm founders and proliferation of serial acquirers as reasons, DeVoe & Co. reported.
December 29, 2021
RIA Industry Is 'Under-consolidated': Focus Financial's AdolfWhile there were over 200 deals in the space in '21, the executive says there should be more like 300 or 400 transactions a year.
December 22, 2021
Thrivent's Carolyn Armitage: The Resolution Advisors Should Make for 2022The Thrivent Advisor Network head is providing Thrivent's new independent RIA with strategic guidance.
December 02, 2021
Oppenheimer & Co. Names New PresidentRobert Lowenthal has been promoted to president of Oppenheimer Holdings and Oppenheimer & Co.