Succession planning

Some make a complete break from their firms, while others opt to maintain a part-time presence.

Succession planning is easy to talk about. It’s much harder for planners to actually plan for.

Sometimes, the best way to keep control is to relinquish it.

The wirehouse's executives think they've struck on the right formula to boost growth through a simplified comp plan, greater autonomy and an attractive retirement package.

Following these steps will help advisers prepare their firms for the future without them.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

Two of its Royal Alliance firms form a $2.5 billion powerhouse.

If a successor fumbles in those first few months, the group may feel like they have a problem, not a leader.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.