Succession planning

The departure of thousands of brokers may free firms to pivot to different business models, an expert says.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

The firm has been rolling out a robust suite of new and upgraded technology tools.

Nearly three-in-four advisors (73%) do not have a succession plan in place.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

Finding the talent for your practice might require you to step outside your comfort zone.

Developing a team is crucial for RIA owners thinking about winding things down.