Succession planning

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.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

The interim CEO told analysts Tuesday that the company remains committed to hiring an outsider who isn't connected to its scandals of recent years.

Even if it's best for the team, it won't be easy.

The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.

How to know when you’ve reached that just-right size.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.

Advisors who aren’t putting in the work to attract the next generation are taking a risk.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Every time the firm has broken one of its recruiting rules, "it's come back to cost us," says Executive Vice President Aaron Schaben. Plus, Schaben's views on compensation, succession planning and dogs at the office.

Since Wells Fargo’s phony-accounts scandal broke in 2016, the bank has appeared contrite in public. In private, it’s a different story.