Succession planning

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.

How to know when you’ve reached that just-right size.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.

Advisors who aren’t putting in the work to attract the next generation are taking a risk.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Every time the firm has broken one of its recruiting rules, "it's come back to cost us," says Executive Vice President Aaron Schaben. Plus, Schaben's views on compensation, succession planning and dogs at the office.

Since Wells Fargo’s phony-accounts scandal broke in 2016, the bank has appeared contrite in public. In private, it’s a different story.

The chairwoman of the House Financial Services Committee said Tim Sloan's resignation as CEO was "long overdue" but that other executives and directors should be removed as well.

Tim Sloan couldn't hang on any longer. Here are insights about why he left now, what role policymakers played in the decision and will continue to have in the company's future, and who in the world would want to lead Wells Fargo.

The embattled executive says the nation’s fourth-largest bank “will benefit from a new CEO and fresh perspectives."