Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Raymond James Introduces New Training, Succession Programs
By Janet LevauxAdvisors who qualify can consult for those reps receiving their businesses for two years and then get up to five years of payments.
January 21, 2020
RIA Cerity Partners Adds $1B Sullivan & Serwitz TeamS&S will "provide presence and growth opportunities" in Northern California, Cerity Partners says.
September 09, 2019
RIA M&As at 'Unprecedented Level': Wealth/Stack PanelistFP Transitions President David Grau also tells the crowd that "only one of 10" advisors will be able to sell their businesses.
June 21, 2019
What to Do Before Going After Next-Gen ClientsIt's worthwhile for advisors to look first at their natural growth strategies and opportunities, according to one practice-management veteran.
January 21, 2019
At UBS, Succession Looms Large as Bank Ponders Post-Ermotti EraErmotti and Chairman Axel Weber have overseen a push to pivot from investment banking to wealth management.
August 31, 2018
5 Signs of a Failed CEO Succession PlanThe transition from one leader to another can be a make-or-break situation for a firm.
August 17, 2018
Ladenburg Gives Reps New Succession, M&A and Other ToolsThe platform includes access to coaching.
May 21, 2018
Goldman CEO Said Likely to Step Down in December: New York TimesLloyd Blankfein will probably step down as Goldman Sachs Group Inc.'s chief executive officer in December, the New York Times reported, citing people…