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 ...

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...

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.

An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

As the largest intergenerational wealth transfer in history unfolds, family-owned businesses and family offices across North America are facing a pivotal moment in succession planning. The next ...

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are looking deeper than ever into what ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

Experts warn families can no longer afford to delay As families face the largest wealth transfer in history, succession ...

He announced his succession plan months earlier, naming his replacement along with the timeline for his retirement. At 95 ...