Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

Succession planning: Are you there yet? That point in time when, after nurturing your clients and your agency for years, you’re considering other options? Possibly retirement? Relocation? Or a new ...

Much like the phrase “the cobbler’s kids have no shoes,” many financial advisors spend so much time helping clients plan that they often overlook their own. With the average age of financial advisors ...

From my experience, most small to mid-sized businesses treat succession planning as a one-time event or something to figure out when leadership changes are near. In my opinion, that’s too late. When I ...

The legal industry has been experiencing a problem with succession planning, as senior partners look to transition into retirement. Experts say the MSO, or management service organization, model could ...