Succession planning

The founder will hand the reins to former LPL executive Burt White as part of an immediate transition to chairman.

The $72 trillion generational handover demonstrates the undeniable momentum of Black wealth in the U.S.

Recruiting female athletic talent can help secure the short- and long-term health of wealth management, writes a Morgan Stanley executive who is a former equestrian.

The 401(k) and individual wealth firm opted for one of a wave of private equity-backed startups that give financial advisors even more M&A suitors to consider.

In a new dual role at Emigrant Bank and Emigrant Partners, the veteran RIA dealmaker will advise financial advisors and work across a multifaceted family office.

The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.

The volume of RIA deals slipped from their record pace of the last nine years, but dealmakers argue the fundamentals are driving more activity to start 2024.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

Captrust went from runner-up in a transaction to buy Column Capital Advisors to stealing the seller's hearts. Here's how a home office visit made all the difference.