Succession planning

Cetera has provided financing and other services in more than 250 acquisitions across the IBD network since 2015.

Berkery will be succeeded by Michael Blum as the chairman of UBS Bank USA. A Merrill Lynch alum, Berkery was part of the turnaround team at UBS' wealth management unit, and during her tenure, the lending book at its bank more than doubled in size.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

The big questions firm owners should be asking in a booming M&A market.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.

I told clients they need a plan. Turns out, I needed one, too.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.

Consolidators are doubling and tripling RIAs' five-year performance.

Advisors have been ditching some of the larger firms for greater latitude.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.

Investment capital has become widely available, but advisors still face challenges.

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.