Tag: Career

Sellers’ Market Brings Succession Planning to the Fore

RIA industry analysts and executives agree that it’s a “sellers’ market” when it comes to acquisitions and mergers among independent advisory shops; they warn many potential sellers are ill-prepared for an ownership transition.

RBG and Triad Discuss Recently Confirmed Affiliation

Triad and Resources Investment Advisors say the recruitment of Retirement Benefits Group reflects the way retirement-focused advisers are seeking integrated practice management solutions and hands-on support from brokerage and custody service providers.

PANC 2018: The State of Adviser M&A

With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.

Ladenburg Launches Succession Planning Platform

According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals through practice acquisitions and the development of continuity plans.