Succession planning

RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.

Captrust wins a heated battle to expand its North Carolina footprint.

The promotions positions Jim’s son Nathaniel Simons to assume his father’s role as chairman under a succession plan that began about a decade ago.

Since selling a majority of his firm to HighTower, John Egan's AUM has soared 50% and he’s lost 15 pounds. Will other advisors reap benefits from similar deals?

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Competition with an ever-rising stock market, the difficulty of raising assets and the steady march of time are just a few factors leading managers to the exit.

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.