Succession planning

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.

There must be a fully realized transition strategy, says Tim Chase, co-founder of WMS Partners.

Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.

Three experts on building a valuable business that is attractive for sale

Adviser Greg De Jong talks about his successful merger with another firm.