Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
LPL Appoints New Leader of Business Strategy and Innovation
By John ManganaroMarc Cohen has been promoted to managing director for business strategy and innovation at LPL.
4 Options for Passing Down Your Firm
December 06, 2024
Carson Group President Teri Shepherd to Resign in MarchShepherd is stepping away to spend more time with her family, a spokesperson said.
November 27, 2024
To Sell for a Better Multiple, Put Your Firm Through Boot CampA back-to-basics review can put practices in shape to be acquired for top dollar.
November 25, 2024
Wells Fargo Loses Head of Advisor Recruiting to PNCBrendan Krebs will be managing director of PNCI Wealth Advisors.
November 07, 2024
Cetera Financial Group CEO to RetireAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
November 05, 2024
October Broke RIA Deal Record: DeVoeThe surge in mergers and acquisitions is a notable spike following nearly three years of more muted activity.
October 22, 2024
LPL Board Confirms Rich Steinmeier as CEOThe company also appointed a new president and chief financial officer.
October 21, 2024
Dave Barton, Mercer Advisors' Head of M&A, RetiresThe executive stepped down to focus on his health.