Succession planning

The executive suite transition has been years in the making.

Four important things to bear in mind if you are considering joining a network of independent RIAs.

An astute arrangement can protect advisers, their loved ones, clients and employees.

An astute arrangement can protect advisers, their loved ones, clients and employees.

Planners must have a strategy and compensation plan to keep employees engaged and grow their firms.

Creating a viable exit strategy is critical to the future of any successful practice.

Whether it's "The Supernova Advisor" or "Reducing The Risk of Black Swans," these titles will keep planners' literary senses enticed this season.

Key steps that can help prevent family conflicts from getting out of hand.

Pershing Advisor Solutions CEO Mark Tibergien says a renewed look at both internship and adviser mentoring programs is vital.

Solo practitioners can gain backup, business continuity, flexibility and expanded offerings — as long as they decide it’s worth the time and cost.