Succession planning

Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.

Some 4,200 attendees have converged on Southern California for the third year of Ritholtz Wealth Management's annual outdoor "wealth festival."

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.

One year after it bought First Republic Bank, the largest U.S. bank by assets is launching J.P. Morgan Private Client, a new tier in its affluent-consumer services that brings together JPMorgan's brand with First Republic's concierge model.

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.

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.