Succession planning

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

These three succession planning scenarios can make a tough decision easier.

The deal is Captrust's 31st purchase in the past 12 years.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.

Here's what keeps planners from following the advice they give clients.

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

The firm's brokerage ranks increased by just one advisor year-over-year.

The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.