Succession planning

Captrust went from runner-up in a transaction to buy Column Capital Advisors to stealing the seller's hearts. Here's how a home office visit made all the difference.

Gorman said Tuesday he would like to teach at a university and help CEOs turn around their businesses, among other plans.

The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.

In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.

The third time was the charm for LPL, which failed twice to win the big team it finally recruited this month. Here's what worked this time around.

As deal volumes pick back up from the lower numbers late last year, a lawyer advising sellers says that negotiations are getting longer and more complex.

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.

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.

The drama with one of the world's wealthiest families is a lesson in intergenerational finance.

Tough economic times call for tailored succession plans — and they likely don't include the IPO your client's heart is set on.