WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Succession planning is essential for business owners, art collectors, and ...

Advisors must prioritize organic growth, succession planning, AI adoption and advanced strategies to thrive in 2026's ...

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Succession planning is increasing in importance given the aging of the industry. Succession planning is essentially a plan for the business beyond an advisors’ involvement. It’s also a contingency ...

Three-quarters of RIA and broker/dealer firm owner respondents said they lack a clear plan of succession, which could alienate future leaders. A fictional family struggle to control a media ...

The political and personal drama that recently played out on a national stage—should President Biden run for office again or retire?—to me brought to mind one of the most important but frequently ...

Find out why most financial advisors lack succession plans and how it affects the industry. Get essential steps for a smooth transition of your financial practice.

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

Vanessa N. Martinez, CEO and co-founder of Expressive Wealth, a Chicago-based RIA which launched this past spring, believes succession planning - and communication - should be a top priority for all ...