Business Transitions Articles

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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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Advisor Biz Grapples With 'Succession Recession'

by

About 4,000 advisors leave the business each year and there are too few planned successions of advisor practices to keep up with the loss, says Echelon Partners founder Dan Seivert.

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Client Relationships Part Of RIA Job Allure, Survey Says

by FA Staff

Client relationships, the chance to help grow a business and achieving a balance between work and a personal life are among the main reasons RIAs are drawn to the profession, according to a Schwab...

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Former LPL Exec Leads Lucia Capital's Expansion Plans

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Lucia Capital announced its first acquisition for what will be a sustained growth plan, says CEO Derek Bruton.

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Former LPL Exec Named To Lead RCAP Unit

by FA Staff

Bill Dwyer, former president of LPL Financial Independent Advisor Services, has been named CEO of Realty Capital Securities.

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LPL Financial Adds $1.2 Billion Team To Platform

by FA Staff

Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.

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Morgan Stanley Snags $4.5B Brice Group From Merrill

by

The team includes the Brice brothers, two Merrill veterans.

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Eric Godes Named COO Of Federal Street Advisors

by FA Staff

Eric Godes has joined Federal Street Advisors as chief operating officer and chief wealth advisory officer.

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Modera Merges With Smaller Firm

by FA Staff

Joseph Capital Management has joined Modera Wealth Management to create a $1.5 billion firm.

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