As Tyson Ray, Author of Total Succession, learned firsthand, even highly successful advisors with years of experience can ...

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

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

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

Succession is evolving into a dynamic, lifecycle strategy that balances growth, flexibility and legacy across every stage of ...

For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

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

It likely came as no surprise that 94 percent of advisors haven’t completely solidified their succession transition plan, according to Kestra Holdings’ Bridging the Gap report. Various members of the ...

The head of sales financial planning at Macquarie Bank in Melbourne has advised financial planning practitioners that having a sound succession plan in place can impact the ability of the business ...

On Sept. 19, the New Jersey Supreme Court announced that all attorneys in private practice will be required to disclose the status of any “succession planning” that the attorney has undertaken “for ...

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or upcoming board seat vacancies—is vital for corporate stability and continuity.