Succession Planning Is a Top Year-End Priority

Published on December 19, 2025

Not just this year, but every year going forward.

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Prime Capital Urges Court to Pause Edelman's Lawsuit Alleging Trade Secret Theft

December 19, 2025
In its response to Edelman’s complaint from late November, Prime Capital stated the RIA's accusations that the firm coached advisors on how to take client information are already playing out in other cases.

Deals & Moves: Wealth Enhancement Pens 3 Deals; EP Wealth Expands in Phoenix

December 19, 2025
In addition, MCF Advisors makes its first acquisition since the WPCG stake and DayMark sells a minority stake to Constellation.