Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

Without a continuity plan, small RIA owners risk leaving clients and staff blindsided when they retire or exit.

A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

John Ternus takes over as Apple CEO today after a handoff announced in April. Here is what founders can copy from the ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

How succession planning for businesses protects family wealth and establishes a sustainable framework that can insulate ...

When successful business owners reach a certain age, it becomes imperative that they address the issue of succession planning. Many of them may have been dodging this particular conversation for years ...

TANZANIA: FOR a public institution, the departure of a chief executive should not automatically become an institutional ...

In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it's imperative. Ensuring that a foundation or philanthropic organization can continue ...

Ultra-high-net-worthfamilies in Kenya are embracing structured governance andsuccession plans to protect family wealth.They are also out to preserve values and buildenduring legacies as the transfer ...