Succession planning

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.

Trio separates from mega-RIA Arnerich Massena to form new firm using tru Independence.

New capital from outsiders is adding $50 million to the RIA's war chest.

Beacon Pointe’s latest deal puts the wealth manager over the $2B AUM milestone, and it’s eyeing new markets.

It may seem like a no-brainer for RIA owners to look within the firm when they retire. Yet this assumption overlooks critical aspects of what an internal succession plan actually entails, says consulting executive David DeVoe.

By taking the right steps, advisers can convince loyal clients to follow them out the door.

Advisers who impress senior management can sometimes walk away with bigger offers.

Time, talent, terms and treasure should be on the checklist of those planners exiting the business.

These policies protect against allegations of misconduct dating before the formation of a firm.

‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.

Make sure to devise a clear, easy-to-understand plan that correctly values the business.

Use this rubric to avoid mistakes and ensure success.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.