Succession planning

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.

The founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.

Foresight is key — today's “overqualified” hire could be tomorrow's "capable choice for a promotion."

It could be a “better together” scenario for retiring sellers and under-55 advisors alik

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.

The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.