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: ...

As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger ...

The moves are notable succession planning steps for Debevoise, where litigation remains one of the firm's core and more ...

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 ...

The six appointments come on the heels of Judith Hasko taking over the reins of the transactional department at the beginning of this year.

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

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 ...

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.

Succession planning: Are you there yet? That point in time when, after nurturing your clients and your agency for years, you’re considering other options? Possibly retirement? Relocation? Or a new ...

Larger practices with over $15.5 million in annual recurring revenue may find it a more difficult seller’s environment as they face complex issues, according to Centurion Market Makers. Principals ...

AssetMark has introduced a new multi-stage training program aimed at addressing one of the industry’s most entrenched challenges: succession planning for financial advisors. The initiative, called ...