Succession planning

The wirehouse is making changes ahead of an expected wave of baby boomer departures.

Industry trends and succession planning prompted the enterprise to leave Advisor Group’s FSC Securities, according to the partner-brothers of the Nettuno Group.

Beyond eye-popping prices and assets changing hands, record M&A is altering the structure of the industry.

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

Too often succession plans tend to be all-or-nothing. There are better ways.

The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.