Succession planning

Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.

The key is thinking like a business owner and acting like a CEO, according to a new report.

You likely have helped plan your clients' retirement, now it is time to plan your retirement.

Becoming a top producer and a respected professional isn’t an endpoint, it's a process. And successful advisors, who are always thinking five years ahead, have a definite plan to get there.

As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.

Energy was likely a “headwind,” analysts wrote.

Firms must offer them to tap new talent amid the industry’s succession problems, the custodian says.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

Contrary to received wisdom, a lifestyle practice can offer considerable advantages over an enterprise model, according to a new SEI study.

Firms need to deliver value differently in a changing industry, a Fidelity study found.