Genstar, which owns a majority stake in the RIA, hired Goldman Sachs to advise on the sale, the same team that advised Kestra on its sale to Warburg Pincus.
The latest iteration of Succession Link will offer compatibility ratings and other features to expedite the M&A process for potential buyers and sellers.
The final plan details the purpose and functions of the OneFPA Advisory Council as well as the key performance indicators for the organization and its chapters.
Dan Timm, one of Edward Jones' most senior and longstanding employees, is retiring from the company after 36 years.