Succession planning

"This is it for me," one of the firm's new partners, who is 32, says of his hope of spending his career at Yeske Buie.

The next generation of advisors is worth the cost.

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.

Some advisors have been hunting for a better personal retirement strategy.

Fees are down, making analysts targets for cuts.

Think RIAs are valued at two times gross revenue. Think again.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

These three succession planning scenarios can make a tough decision easier.