succession planning

Advisor Upside

Why RIA M&A Slowed in the Third Quarter

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Buyers are still hunting for new partners, especially those with high organic growth and holistic financial planning.

2 min read

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CFO Upside

Behind the Former Savannah Bananas CFO’s Operational Swing

Tim Naddy’s move reflects the “COFO” trend among finance chiefs taking on broader operational responsibilities.

4 min read
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Advisor Upside

Retiring Advisors Push M&A Deals to $2.5T

Most of the opportunities lie with the biggest firms, which have the deepest pockets, but Cerulli sees mergers up and down the AUM spectrum.

2 min read
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Advisor Upside

Succession Headaches Are Fueling M&A Activity

A record year for deals highlights the succession challenges RIAs are struggling to overcome.

2 min read

Advisor Upside

Selling a Firm? Here’s How To Boost Valuations

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Not all advisors are equipped to maximize enterprise value.

2 min read

Advisor Upside

When it Comes to Succession Planning, Start Early

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Succession can be an intensive and emotional process

2 min read

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Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read

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