Find out why most financial advisors lack succession plans and how it affects the industry. Get essential steps for a smooth transition of your financial practice.

In this article, Garrett Taylor explores why successful succession planning is less about deal terms and more about ...

CEO succession planning ranks as the most important board practice needing improvement in 2026, according to the National ...

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over ...

Planning an exit strategy for a company takes a psychological step before a financial one and there are many potential pitfalls for an owner seeking to build a succession plan.

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 ...

In the wake of an SME owner’s death, cashflow risks and legal uncertainty can threaten business viability Read more at The ...

Succession planning seemed like an issue for advisors close to retirement age until this entrepreneur learned o her husband’s ...

Organizations are more prepared today in planning for the future and designing roles and organizational structures to meet the demands of unpredictability. Succession planning — along with mentorship ...

Lululemon founder Chip Wilson criticized the company for what he called a "failure" to develop an effective succession process after the company said Thursday Chief Executive Calvin McDonald would ...