Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Merrill Posts Strong Wealthy-Client Growth in 2025
By John ManganaroThe Thundering Herd also continues to see low levels of advisor attrition, one executive said.
December 22, 2025
RIA Succession Planning Reaches Breaking Point: DeVoeTwo-thirds of industry executives see it as a major issue, a report finds, with less next-gen confidence.
December 15, 2025
Focus Financial Names New CEOPresident Adam Birenbaum will take on the role when Michael Nathanson steps down Feb. 1.
December 11, 2025
LPL-Commonwealth Story 'Isn't Finished': Cetera CEOLPL’s acquisition is officially on the books, but Mike Durbin says the dust is far from settled.
December 10, 2025
How 2026 Could Break More RIA M&A Records (and What Could Dim It)Allen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.
November 26, 2025
Skilled Life Insurance Advisors Are Vanishing. What Now?A longtime business strategist has suggestions about how to fill the holes.
November 21, 2025
Top Advisors Once Shunned Edward Jones. Now They Come Knocking.The firm has made major changes to lure million-dollar producers, recruiter Jason Henderson says.
November 19, 2025
LPL Takes Minority Stake in Private Advisor GroupLPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.