Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Ex-Merrill Wealth Head John Thiel Launches RIA
By John ManganaroThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.
January 02, 2025
As Gen Xers Start Turning 60, Retirement Might Look DifferentSurvey after survey shows that the generation's post-work prospects and approaches are decidedly mixed.
December 20, 2024
Berthel Fisher Names Recruiting LeaderDan Meehan, formerly of Arete Wealth, will lead recruiting and acquisition strategies for the $10 billion hybrid shop.
December 18, 2024
Fewer RIA Leaders Are Planning for Succession. What Gives?Even as firm executives age and assets under management expand, less attention is being paid to business continuity.
December 18, 2024
7 Ways to Help Business-Owner Clients at Year-EndFinancial reviews can kick start detailed discussions about retirement scenarios that clients may not have previously considered.
December 17, 2024
LPL Appoints New Leader of Business Strategy and InnovationMarc Cohen has been promoted to managing director for business strategy and innovation at LPL.
December 09, 2024
4 Options for Passing Down Your FirmWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.
December 06, 2024
The Best Gift You Can Give Your Family May Be in Your Filing CabinetWhat better way to show family, clients and staff you care than having a succession plan in place?