Succession planning

Following these steps will help advisers prepare their firms for the future without them.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

Two of its Royal Alliance firms form a $2.5 billion powerhouse.

If a successor fumbles in those first few months, the group may feel like they have a problem, not a leader.

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.

Accommodating work arrangements are needed to attract and retain valuable talent, but they are underused in advisory offices.

To survive, planners must be willing to change in these five areas, according to the popular industry expert.

The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.

Fidelity report: What RIA buyers want and what sellers need to know.