Succession planning

Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.

Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.

With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.

After around 14 years at the helm, Gorman will transition to executive chairman and his successor will be one of three internal candidates.

The midsize wealth management firm with 250 advisors chose to be an independent subsidiary rather than folding into a private equity firm or an RIA aggregator.

Sequoia Financial Group is one of many buyers tapping into the opportunity, to the tune of more than tripling its size in less than three years.

For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring chairman Stuart Silverman and president David Canter shows us how to get there.

Financial advisors who work with their loved ones say the setup comes with its own particular benefits and challenges.

Three men are widely considered the longtime CEO's slate of replacements.

Transition planning can involve some explosive emotions. Here's how to get through them without blowing up the future.