Succession planning

Some planners and firms are taking action to address impending retirements. Here's why opening more pathways into the field matters to every company in wealth management.

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.

Gorman said Tuesday he would like to teach at a university and help CEOs turn around their businesses, among other plans.

The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.

In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.

The third time was the charm for LPL, which failed twice to win the big team it finally recruited this month. Here's what worked this time around.

As deal volumes pick back up from the lower numbers late last year, a lawyer advising sellers says that negotiations are getting longer and more complex.

Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.

Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.

With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.

After around 14 years at the helm, Gorman will transition to executive chairman and his successor will be one of three internal candidates.