Succession planning

The chairwoman of the House Financial Services Committee said Tim Sloan's resignation as CEO was "long overdue" but that other executives and directors should be removed as well.

Tim Sloan couldn't hang on any longer. Here are insights about why he left now, what role policymakers played in the decision and will continue to have in the company's future, and who in the world would want to lead Wells Fargo.

The embattled executive says the nation’s fourth-largest bank “will benefit from a new CEO and fresh perspectives."

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

The bonus aims to help the firm cope with the industry’s aging demographics, executives say.

The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.

"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.