Succession planning

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

The interim CEO told analysts Tuesday that the company remains committed to hiring an outsider who isn't connected to its scandals of recent years.

Even if it's best for the team, it won't be easy.

The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.

How to know when you’ve reached that just-right size.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.