You might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

Ascentix Partners ("Ascentix"), a leading strategy consultancy focused on driving wealth management enterprise growth, today launched its new thought leadership series, Strategic Framework, with its ...

In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it's imperative. Ensuring that a foundation or philanthropic organization can continue ...

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

Caroline Kinsella, Board and Member Services Director, IoD Ireland, explores how board succession planning is becoming ...

John Orsini of MarshBerry says acquirers now prioritize organic growth and future positioning over geography and talent ...

CEO succession can shape a company’s future, its financial stability, and the confidence of investors and employees. With ...

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 ...

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 ...