Succession planning

Laura LaTourette and Ramona Maior are teaming up with the goal of connecting with more planners and allies who share common experiences.

Market volatility and the Fed's interest rate increases aren't likely to reverse the trend.

The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.

With succession plans fueling the industry’s continuing records in M&A deals, one firm is trying to address the challenge through its acquisition strategy.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

The spot as James Gorman’s top deputy had been vacant for two years since the exit of the firm’s colorful President Colm Kelleher.

One of the new co-heads of consumer and community banking to succeed co-President Gordon Smith "is likely the ultimate next CEO of JPMorgan,” an analyst says.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.

The founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.

Foresight is key — today's “overqualified” hire could be tomorrow's "capable choice for a promotion."

It could be a “better together” scenario for retiring sellers and under-55 advisors alik

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.

The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.

Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.

Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning’s Invest Podcast.

Despite the July 15 deadline extension as a result of the coronavirus, some taxpayers are advised to file early.