Succession planning is not a document you write before retiring. It is the daily discipline of building an organization that can run without you.

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 ...

When I spoke to an audience of senior HR leaders last fall, I asked them this question: “How many of you are in a role that was created for you through a succession plan?” While I know that succession ...

Directors on boards of major organizations are quick to share that the most important decision their boards must make is the selection of a new CEO. The value of the CEO for setting company strategy ...