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Longtime IBD Recruiter Jon Henschen Dies at Age 64

Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space. ....

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Long-time IBD Recruiter Jon Henschen Dies at Age 64

Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space. ....

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What Kind of Acquiror Will Advisor Group Be?

The firm sees an opportunity for RIAs to leverage its platform capabilities, technology and scale to accelerate growth, CEO Jamie Price says ....

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Advisor Group Raises $500M in Debt Financing for B/D Acquisitions

Moody’s assigned a B2 rating to the notes and changed its outlook to positive from stable, citing the benefits of higher interest rates. ....

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IBD Succession Planning Goes In-House | Wealth Management

Succession Planning Goes In-House
A new crop of programs at IBDs helps advisors find successors keeping their clients, and assets, close to home.
The wealth management industry has long had a succession problem. Few advisors plan for their own retirement, and even fewer have a road map to step away from the business in a way that both monetizes the practice and provides continuity to their clients. Even worse is the lack of a plan in case of an advisors’ sudden death or impairment the dreaded “hit by a bus” scenario.
A 2018 study by the Financial Planning Association and Janus Henderson Investors found that 73% of financial advisors don’t have a written succession plan in place; of those who are within five years of retirement, 60% lack a succession plan. ....

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