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Following these steps will help advisers prepare their firms for the future without them.
April 10Cruz Consulting Group -
Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.
April 6HMS Financial Group -
The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.
March 13 -
Two of its Royal Alliance firms form a $2.5 billion powerhouse.
March 8 -
If a successor fumbles in those first few months, the group may feel like they have a problem, not a leader.
February 16Fiduciary Network -
There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.
February 15 -
Accommodating work arrangements are needed to attract and retain valuable talent, but they are underused in advisory offices.
February 8 -
To survive, planners must be willing to change in these five areas, according to the popular industry expert.
February 3 -
The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.
January 31 -
Fidelity report: What RIA buyers want and what sellers need to know.
January 31