Business Transitions Articles

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Pro Bono Financial Planning Offered To Seniors

by FA Staff

The Foundation for Financial Planning and the CFP Board have partnered with the National Council on Aging to deliver free financial planning to senior citizens.

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Blackstone To Divest Advisory Business

by

Paul J. Taubman, who left Morgan Stanley in 2013 after 30 years, will merge his firm PJT Partners with Blackstone’s advisory unit into a new, public entity that he will lead.

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Wood Investment Counsel And Obermeyer Asset Management Merge

by

The combined firm will be known as Obermeyer Wood Investment Counsel and will manage approximately $1.7 billion in assets.

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Focus Financial Adds Partner Firm

by FA Staff

The addition of Atlanta-based Gratus Capital Management will expand Focus’s presence in the Southeast region.

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RCAP To Acquire Cole Capital For $700 Million

by FA Staff

RCS Capital will buy Cole Capital from American Realty Capital Properties for $700 million.

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Growth Through Synergy

by Roy Diliberto

Integrating other practices into your own is a lot of work, but can be worth the effort.

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Why So Few Advisors Have Succession Plans

by Jeff Schlegel

Dealing with succession can be stressful and time consuming, and finding a firm’s proper proper valuation is key.

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RIA M&A Continues Strong Showing

by Karen DeMasters

Mergers and acquisitions are still going strong, Schwab says, even though many financial advisor firm owners are leaning toward internal succession plans.

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The Next Step

by Philip Palaveev

How does a firm with more than $1 billion in assets continue to grow?

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Snowden Lane Partners Adds $400 Million Team

by FA Staff

Harbor Wealth Management Group has joined the firm from UBS.

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