Succession planning

How to know when you’ve reached that just-right size.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.

Advisors who aren’t putting in the work to attract the next generation are taking a risk.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Every time the firm has broken one of its recruiting rules, "it's come back to cost us," says Executive Vice President Aaron Schaben. Plus, Schaben's views on compensation, succession planning and dogs at the office.

Since Wells Fargo’s phony-accounts scandal broke in 2016, the bank has appeared contrite in public. In private, it’s a different story.