Succession planning

I told clients they need a plan. Turns out, I needed one, too.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.

Consolidators are doubling and tripling RIAs' five-year performance.

Advisors have been ditching some of the larger firms for greater latitude.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.

Investment capital has become widely available, but advisors still face challenges.

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.