Succession planning

Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.

Joining a branch can provide the benefit of a built-in continuity or succession plan, in addition to the many economies of scale afforded by sharing overhead and resources.

In case you missed them, here are the five most popular, well-read and shared stories of November from On Wall Street.

The selling advisor tends to think their practice is worth a lot more than it may be. Here are five things to ask the selling advisor and the appraiser before you buy a practice.

The well-heeled are worried because they know their children can’t handle the money they’re going to inherit—so you need to teach them how.

A group of former Morgan Stanley directors is hoping their new start-up will let them capitalize on the industry’s aging demographics.

Tash Elwyn, President of the Private Client Group at Raymond James, discusses succession planning.

Over the next 10 – 20 years, trillions of dollars’ worth of financial and non-financial assets are expected to be transferred from the boomers to their heirs. As a result, advisors must be prepared for these changes to make sure that inherited assets will remain with them.

In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.

Two prominent industry experts offer some spirited discussions on a few of the most contentious M&A issues.

Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

Culture clash between merging firms can mean the end of even a well-planned deal.

Senior executives with leadership experience and strong sales skills in high demand as current advisors look to retire.

To do so, the country’s largest independent broker dealer expects to have a portal up and running, probably under the name AdvisorHarmony, as early as next year that will allow advisors to sift through potential partners on their own.

Few things are more frustrating than encountering advisors who consistently provide sound counsel to their clients -- but forget to practice what they preach for their own business and personal plans. Here are the areas advisors most commonly need to start heeding their own advice.

A spike in the proportion of RIA-to-RIA deals in the first half of this year may signify that the advisory field is starting to come into its own.

Fewer RIAs this year are in the mood to sell thanks to stable growth in the markets.

Cambridge founder CEO Eric Schwartz is making big plans to preserve the firm's independence and viability for the long term - by giving away control now.