For many independent financial advisers (IFAs) approaching retirement, succession planning is essential to achieve a positive ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Succession planning is often regarded as a key pillar of organizational resilience. Done ...

What 'Succession' Teaches Us About Legacy Planning May 24, 2024 • Matthew Erskine ...

Succession planning in the context of family owned or controlled businesses generally has two overarching concerns; first, who will manage the business, and second, how will ownership and control ...

In this week's episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and ...

That way, your legacy isn’t left to chance and neither is your family’s financial future. The good news is, even if you don’t ...

Kestra’s research, Bridging the Gap: Addressing Succession Misalignment Between G1 and G2 Advisors, identifies three key barometers for evaluating the strength of a succession plan and the level of ...

Many business owners delay succession planning not because they lack the resources, but because they underestimate the complexity of what is at stake. Imagine a business owner working 16-hour days ...

Why? Because most planning is reactive, unclear, and overly broad. To ensure real readiness for leadership transitions, shift your approach with these four key pivots.