Succession planning

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

Contrary to received wisdom, a lifestyle practice can offer considerable advantages over an enterprise model, according to a new SEI study.

Firms need to deliver value differently in a changing industry, a Fidelity study found.

Only 17% of advisers have a binding and actionable plan in place.

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.