Succession planning

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.

Their use has jumped 1,035% with assets topping more than $1 trillion.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.

The key is thinking like a business owner and acting like a CEO, according to a new report.

You likely have helped plan your clients' retirement, now it is time to plan your retirement.

Becoming a top producer and a respected professional isn’t an endpoint, it's a process. And successful advisors, who are always thinking five years ahead, have a definite plan to get there.

As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.

Energy was likely a “headwind,” analysts wrote.

Firms must offer them to tap new talent amid the industry’s succession problems, the custodian says.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

Contrary to received wisdom, a lifestyle practice can offer considerable advantages over an enterprise model, according to a new SEI study.

Firms need to deliver value differently in a changing industry, a Fidelity study found.

Only 17% of advisers have a binding and actionable plan in place.