In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

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 ...

Forbes contributors publish independent expert analyses and insights. Curiosity expert improving engagement, innovation, and productivity. When people think about succession planning, they picture TV ...

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or upcoming board seat vacancies—is vital for corporate stability and continuity.

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 ...

A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...