Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
LPL Nabs $1B Advisory Team From Osaic in California
By John ManganaroSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.
January 21, 2025
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'Younger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 21, 2025
Envestnet, Newly Private, Appoints Chris Todd as CEOThe firm’s new leader joins from Ultimate Kronos Group, an international software provider.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ StrategyThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 13, 2025
Kestra Financial to Replace President in AprilJohn Amore, the firm's head of wealth management, will take over from the retiring Stephen Langlois.
January 09, 2025
Dodge & Cox CEO and Chair Dana Emery to RetireAt year-end, she will be succeeded by David Hoeft as chair and Roger Kuo as CEO.
January 08, 2025
FSI Names Board of Directors and Executive CommitteeThe advocacy group's board added four new members and elected five prior directors to leadership roles.