Succession planning

The founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.

Foresight is key — today's “overqualified” hire could be tomorrow's "capable choice for a promotion."

It could be a “better together” scenario for retiring sellers and under-55 advisors alik

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.

The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.

Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.

Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning’s Invest Podcast.

Despite the July 15 deadline extension as a result of the coronavirus, some taxpayers are advised to file early.