Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Dual Acquisitions Bring Nearly Another $1B to Mercer
By John ManganaroOne deal brings the RIA its first offices in Kentucky, while the other expands its presence in Tennessee.
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOsWith 12 million small businesses set to be sold through 2035, such tools are in high demand.
February 12, 2025
Hightower CEO Bob Oros to Step DownGoldman Sachs Ayco CEO Larry Restieri will fill the position this spring.
February 11, 2025
What Clients Really Want to Hear From Advisors: Ex-Merrill ExecJohn Thiel, who just launched an RIA, discusses what he seeks in advisors and why he left Merrill.
February 07, 2025
4 Keys to Happier ClientsMost advisors are meeting expectations, but in a crowded marketplace, that's not enough.
February 06, 2025
CFP Board CEO Kevin Keller to RetireKeller will retire in April 2026. A search firm will assess internal candidates and conduct a national search.
February 04, 2025
FPA Mourns Loss of CEO Patrick MahoneyThe strategist died Saturday after a long battle with cancer.
January 31, 2025
FinServ Foundation Names Mentorship DirectorSamantha Allen will help the nonprofit organization support the next generation of advisor industry leaders.