Succession planning

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.

The departure of thousands of brokers may free firms to pivot to different business models, an expert says.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

The firm has been rolling out a robust suite of new and upgraded technology tools.

Nearly three-in-four advisors (73%) do not have a succession plan in place.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.