Advisory firm owners agree they should have a succession plan, but most don’t have one. Why?

Want to create an environment for independent advisors to thrive? Tap into their unique, core motivations, says Mike LeMena.

Dissatisfaction with technology is a major reason advisors look to leave firms, and Peter Hess knows why.

What drove Aaron Klein, who helped create and design the Riskalyze brand, to rebrand the firm as Nitrogen?

Creating the capacity to achieve growth objectives while meeting client demand for greater personalization is one of today’s greatest advisory firm challenges, says MyVest’s Mike Everett.

Rising interest rates haven’t chilled the still hot advisory M&A market, says Eric Leeper, who sees more interest among younger owners.

Compensation is key to advisory firm profitability and growth, and getting it right involves having the right data, says Aaron Wells.

Expect custody to become even more competitive, predicts Franklin Tsung of AppCrown, as established and new players vie to help advisors grow.