Two industry veterans have launched an RIA succession platform designed to provide all the services that an advisor needs to sell their business without an intermediary and maximize its value, ...

Succession planning in the RIA industry is often treated as a legal exercise. Advisors draft documents and structure buy-sell agreements, assuming the hardest part is complete. In reality, that is ...

Establishing a strong foundation for any future CEO transition takes time and effort, but the outcomes are well worth it, and the risks are too high to ignore. The Fast Company Executive Board is a ...

The accounting profession is experiencing unprecedented consolidation, with traditional firm mergers and private equity acquisitions dominating the landscape. However, these conventional paths aren't ...

Osaic is expanding succession planning assistance in its W-2 model with a majority-stake investment in Innovative Wealth Team, a Nashville, Tenn.-based advisory group with $700 million in managed ...

With nearly half of all U.S. farmland may change hands in the next two decades, Latitude spotlights proven strategies that keep working land in farming hands The succession crisis isn’t just about who ...