Succession planning

Since selling a majority of his firm to HighTower, John Egan's AUM has soared 50% and he’s lost 15 pounds. Will other advisors reap benefits from similar deals?

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Competition with an ever-rising stock market, the difficulty of raising assets and the steady march of time are just a few factors leading managers to the exit.

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

Wealth management’s graying ranks have to consider the best way to cash out of the business.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

The wirehouse is making changes ahead of an expected wave of baby boomer departures.

Industry trends and succession planning prompted the enterprise to leave Advisor Group’s FSC Securities, according to the partner-brothers of the Nettuno Group.

Beyond eye-popping prices and assets changing hands, record M&A is altering the structure of the industry.

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.