Corporate governance

There must be a fully realized transition strategy, says Tim Chase, co-founder of WMS Partners.

Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.

Three experts on building a valuable business that is attractive for sale

Adviser Greg De Jong talks about his successful merger with another firm.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

The same standards apply as would to an outsider – being qualified and having the trust of clients.

Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.

Beginning the transition in advance increases employee retention and engagement.

One adviser calls it a "fairly destructive strategy."

The platform provider will now offer to buy a percentage of an advisory firm's revenue.

Unexpected health emergencies make succession planning much more than a retirement issue.

Some make a complete break from their firms, while others opt to maintain a part-time presence.

Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.

With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.

The RIA's parent company is set to buy a very large adviser aggregator. If completed, it would be the biggest transaction of the year.

The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.