Succession planning

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

Wealth management’s graying ranks have to consider the best way to cash out of the business.

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

The wirehouse is making changes ahead of an expected wave of baby boomer departures.

Industry trends and succession planning prompted the enterprise to leave Advisor Group’s FSC Securities, according to the partner-brothers of the Nettuno Group.

Beyond eye-popping prices and assets changing hands, record M&A is altering the structure of the industry.

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

Too often succession plans tend to be all-or-nothing. There are better ways.

The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.

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.