Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
LPL Recruits HNW Advisor Duo From BofA
By John ManganaroPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
August 28, 2024
Sequoia Financial Buys Wealth Team From Large AccountantThe deal also includes a strategic partnership that will see both firms support the needs of shared clients.
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
August 26, 2024
New RIA Succession Planning Platform Targets DFA FansThe firm's founders include two Dimensional veterans and the former president of its first partner firm.
August 22, 2024
Sky Is the Limit for Ambitious RIAs: Burt WhiteThe CEO discusses what's next for Carson Group and how advisors can break down barriers to growth.
August 14, 2024
$630M Advisor Team Joins Commonwealth From OsaicKrueger Financial Services has three advisors and is based in Tempe, Arizona.
August 01, 2024
Vanguard Fund to Change Management TeamJean Hynes will stop co-managing its health care fund next year, when Rebecca Sykes is set to become sole manager.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.