To build a scalable business, I suggest advisors use a standard methodology and process that is repeatable, scalable and ...

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 ...

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 ...

Succession planning has always been a critical factor contributing to an organization’s continuity. But if you’ll go back to your succession planning playbook – from your MBA class in organizational ...

Adam Thompson explains practice owners can protect and strengthen the value of their business with succession and exit ...

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 ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

Two advisory practices have made significant moves this week, joining W-2 structures at major firms. Osaic announced that Tri-State Financial Group, a Cincinnati-based team managing around $575 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Parkwoods Wealth Partners LLC has recently launched a new platform aiming to support registered investment advisors (RIAs) with their growth and succession planning. The platform has integrated its ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...