Succession planning

Some advisors have been hunting for a better personal retirement strategy.

Fees are down, making analysts targets for cuts.

Think RIAs are valued at two times gross revenue. Think again.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

These three succession planning scenarios can make a tough decision easier.

The deal is Captrust's 31st purchase in the past 12 years.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.

Here's what keeps planners from following the advice they give clients.