Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Succession planning is essential for business owners, art collectors, and ...

Industry participants have articulated the risks of not having a succession plan for years: lack of continuity for clients, inability for advisors to realize the value of their life’s work, and risk ...

Nearly 10 years ago, in April 2015, I published a blog called “Confronting the ‘S’ word: Dealing with general partner succession.” As the founder and managing partner of Vintage, I wanted to ensure ...

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 ...

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

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 ...

CEO tenures are falling around the world, and, as a result, companies are planning CEO successions more frequently. Yet, CEO succession does not often go to plan. It’s a complex process, and even the ...

This webinar aims to support nuclear organizations in the implementation of the key processes required to address human resource needs in terms of size, type and quality of the workforce for the ...

Succession planning is shifting from a background consideration to a central strategic issue for Australian insurance broking ...