Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Middle-Market RIAs Hit M&A Inflection Point: Report
By Michael S. FischerA measurable gap exists between the firms that command a premium and those that do not, research finds.
February 26, 2026
Beacon Pointe Co-Founder Shannon Eusey to Exit CEO Role, Become ChairMatthew Cooper, the firm's president, will take the helm.
February 02, 2026
How Wealth Management M&A Played Out in 2025Deal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.
January 30, 2026
Ritholtz Rolls Out Succession Plan Featuring Employee Ownership"We have a plan to continue forever, without private equity dollars," co-founder Barry Ritholtz says.
January 28, 2026
Hightower COO Leaves Firm After Less Than 2 YearsThe firm has made a number of high-level leadership changes since former CEO Bob Oros departed.
January 22, 2026
Cetera Acquires $1.9B Avantax-Affiliated Wealth BusinessDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 21, 2026
Family Offices Pool Resources to Save Money and Get Better Service: SurveySuch collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.
January 20, 2026
7 Steps Advisors, Wealth Firms Can Take to Win in 2026Industry leaders Shirl Penney and Natalie Wolfsen sound off on today's key issues with author April Rudin.