Succession planning

"This is it for me," one of the firm's new partners, who is 32, says of his hope of spending his career at Yeske Buie.

The next generation of advisors is worth the cost.

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.

Some advisors have been hunting for a better personal retirement strategy.

Fees are down, making analysts targets for cuts.

Think RIAs are valued at two times gross revenue. Think again.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

These three succession planning scenarios can make a tough decision easier.

The deal is Captrust's 31st purchase in the past 12 years.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.

Here's what keeps planners from following the advice they give clients.

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

The firm's brokerage ranks increased by just one advisor year-over-year.

The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

Total broker head count dropped by 173 from the prior quarter, according to the wirehouse.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.