Weber Gallagher, Goldberg Segalla and Chartwell are all becoming more intentional about succession planning, aiming to ...

As the meetings and events industry faces rapid technological change and shifting workforce expectations, succession planning ...

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 ...

Building a thriving advisory firm is a significant accomplishment, but what happens to the business, and your clients, when you're ready to move on? A comprehensive succession plan can help answer ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

Year after year, in survey after survey, nonprofit organizations have identified succession planning as their No. 1 concern. But they are missing an answer hidden in plain sight: developing leaders ...

Spafford’s role is to guide attendees through the process of implementing family discussions and completing a comprehensive succession plan. “We’re going to look at where you, your family and your ...

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: ...

Many cardiology practices are facing a succession crisis and either don’t realize it, haven’t acknowledged it or perhaps worse aren’t willing to change to fix it. Absent a formal plan, the default ...

Preparing for a leadership transition ensures that your nonprofit can keep operating — and fulfilling its mission — no matter who is at the helm. A long-term plan can help your fundraising, too: You ...

Point S Next Generation Campus brought young leaders together to tackle succession and leadership challenges in the ...

Experts warn families can no longer afford to delay As families face the largest wealth transfer in history, succession ...