Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Orion Splits Board of Directors, Launches Advisory Council
By John ManganaroThe new advisory council features a number of former Orion executives, including its founder, Eric Clarke.
May 15, 2025
How Raymond James Spends $1B a Year on Tech, With Advisors in MindAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.
May 07, 2025
Diamond Consultants Has a New CEOLouis Diamond takes on the role as Mindy Diamond becomes chair of the recruiting firm.
May 05, 2025
Raymond James to Buy Stakes in Some Advisor PracticesThe program "addresses the challenges they face when monetizing their practice," said Emma Boston, head of strategic operations.
May 03, 2025
Warren Buffett to Step Down Following Six-Decade Run Atop BerkshireBuffett, 94, plans to step down at year end.
April 22, 2025
How a Car Dealership Titan Wrecked a Family LegacyInfighting and confusion often replace gratitude and cooperation as significant wealth is grown and shared.
April 14, 2025
Fidelity's Contrafund Manager Gets Help After 34-Year Solo RunTwo co-managers join Will Danoff to lead the $145 billion active mutual fund.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.