Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative Planning
By John ManganaroPeter Mallouk will continue to lead the business and keep his majority stake.
September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 27, 2024
Private Equity Firm TPG Takes Minority Stake in Homrich BergThe deal aims to build upon the success of HB's 2021 minority equity partnership with New Mountain Capital.
September 24, 2024
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' GrowthAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.
September 24, 2024
Mercer Appoints Chief People Officer Amid Rapid GrowthThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 18, 2024
FPA Elects Future President, Board MembersDaniel Galli will head the organization in 2026, taking over from Paul Brahim.
September 12, 2024
Hightower Backs $2.3B Florida Wealth FirmHightower, led by Bob Oros, now works with 140 advisory businesses.