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 ...

Weber Gallagher, Goldberg Segalla and Chartwell are all becoming more intentional about succession planning, aiming to ...

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 ...

DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories. The succession concerns for registered investment advisers didn’t just continue in 2024, but ...

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 ...

Succession planning enables the transition of leadership roles to support the ongoing operations of a business. Business owners should be thinking about their succession plan throughout their lives, ...

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 ...

Cognitive decline poses unique risks to family businesses. Learn essential planning strategies beyond wills to protect ...

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, ...

Nearly 10 years ago, in April 2015, I published a blog called “Confronting the ‘S’ word: Dealing with general partner succession.” As the founder and managing partner of Vintage, I wanted to ensure ...

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