Succession planning

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.

Dennis Zank will continue to be affiliated with Raymond James as a financial advisor.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Veteran financial advisors need to play an active role in coaching the next generation. Are you an effective mentor?

Compensation levels rose approximately 7% last year despite mounting industry challenges.

Cetera has provided financing and other services in more than 250 acquisitions across the IBD network since 2015.

Berkery will be succeeded by Michael Blum as the chairman of UBS Bank USA. A Merrill Lynch alum, Berkery was part of the turnaround team at UBS' wealth management unit, and during her tenure, the lending book at its bank more than doubled in size.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

The big questions firm owners should be asking in a booming M&A market.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.

I told clients they need a plan. Turns out, I needed one, too.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.

Consolidators are doubling and tripling RIAs' five-year performance.