For WealthProfessional, Leo Almazora discusses best practices when it comes to succession planning. For one, advisors need to delineate between working in the business and on the business. Many are so ...

When it comes to handing down the reins to the next generation, law firm leaders aren't the best at giving up control, despite the process being crucial to the longevity of the firm. In two recent ...

Succession planning is increasing in importance given the aging of the industry. Succession planning is essentially a plan for the business beyond an advisors’ involvement. It’s also a contingency ...

Timing, they say, is everything. Especially when it comes to buying and selling financial securities where investors would almost always prefer to be lucky than good. That said, when it comes to ...

It’s clear that as healthcare organizations consider their future lineups, they must put as much time in their Talent Management and Succession Planning practices as their clinical ones.

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 platform for women-owned advisories partnered with Ellevate and FP Transitions for its soup-to-nuts offering.

High-networth (HNW) families in the Middle East are often delaying succession planning, a new report showed on Wednesday. A ...

“It’s really hard to get law firms to embrace long-term planning because there’s a high sense of urgency for the immediate," said Angela Sebastian, the former CEO of Chicago's Levenfeld Pearlstein.