Succession planning

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

Too often succession plans tend to be all-or-nothing. There are better ways.

The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

The interim CEO told analysts Tuesday that the company remains committed to hiring an outsider who isn't connected to its scandals of recent years.

Even if it's best for the team, it won't be easy.

The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.