Employers have largely caught on to the idea of succession-planning strategies, but the implementation of such strategies may vary, according to a recent survey of 243 organizations by the Association ...

Weber Gallagher, Goldberg Segalla and Chartwell are all becoming more intentional about succession planning, aiming to harness culture and financial incentives to ensure firm stability and strong ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

The struggle for independent advisors to find and keep the right people fuels a record-setting merger and acquisition climate. In its 2022 RIA Survey, Advisor Growth Strategies polled 101 independent ...

When David Grau Sr., founder of FP Transitions, wrote Succession Planning for Financial Advisors: Building an Enduring Business in 2014, the No. 1 exit strategy among independent advisors was ...

HR leaders must guide organizations in separating role criticality from individual performance to ensure operational continuity and long-term success, according to new research from McLean & Company.

The political and personal drama that recently played out on a national stage—should President Biden run for office again or retire?—to me brought to mind one of the most important but frequently ...

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Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. In philanthropy, just as in business, the strategic foresight ...

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 plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans for their ...