Succession planning

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.

Laura LaTourette and Ramona Maior are teaming up with the goal of connecting with more planners and allies who share common experiences.

Market volatility and the Fed's interest rate increases aren't likely to reverse the trend.

The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.

With succession plans fueling the industry’s continuing records in M&A deals, one firm is trying to address the challenge through its acquisition strategy.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

The spot as James Gorman’s top deputy had been vacant for two years since the exit of the firm’s colorful President Colm Kelleher.

One of the new co-heads of consumer and community banking to succeed co-President Gordon Smith "is likely the ultimate next CEO of JPMorgan,” an analyst says.

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.