The engagement platform’s Succession & Exit Planning tool aims to be ‘first of its kind’ for financial advisers.

Business owners are accustomed to reinvesting their capital back into their business. But as they contemplate their eventual exit from the company that they’ve built and grown, they should make sure ...

The latest updates aim to help with complex decisions around succession planning and tax changes around the One Big Beautiful ...

When it comes time to plan for future ownership and management of a business, careful consideration about who should receive ...

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 ...

Planner Dominique "Dom" Henderson applied skills he had learned in hedge fund operations to his first job in wealth management, where he helped a financial advisor switch firms. "He was going to hire ...

Founder transitions are pivotal moments in a company's evolution. Handled strategically, they can unlock new growth potential and secure a legacy that lasts generations.

The children of the main character of HBO's "Succession," Logan Roy, stood together at his funeral in a recent episode. If there were ever any doubts about whether the wealth management industry is ...

For several years, research has pinpointed succession as a potential trouble spot for an aging advisory business. But retirement is not the only problematic succession issue, and maybe not even the ...

Watson Wyatt’s HR 2007 Technology Trends survey is a study of 182 big companies. According to the results, 33% of companies plan to adopt succession planning technology in the next two years.

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 ...