Succession planning

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

Finding the talent for your practice might require you to step outside your comfort zone.

Developing a team is crucial for RIA owners thinking about winding things down.

Dennis Zank will continue to be affiliated with Raymond James as a financial advisor.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Veteran financial advisors need to play an active role in coaching the next generation. Are you an effective mentor?

Compensation levels rose approximately 7% last year despite mounting industry challenges.