Succession planning

Unexpected health emergencies make succession planning much more than a retirement issue.

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

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.

Accommodating work arrangements are needed to attract and retain valuable talent, but they are underused in advisory offices.

To survive, planners must be willing to change in these five areas, according to the popular industry expert.

The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.

Fidelity report: What RIA buyers want and what sellers need to know.

Regional directors are “sorry to see Doug go," a Cetera adviser says. Tom Taylor, now COO, will take his place.

Advisers are seeing clients drawing down on their assets, but there’s a solution right in front of them.

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.