A pair of reports show how a desire to keep control within the family is driving more efforts at formal governance and ...

A business succession plan starts with exploring your options and learning who might be interested in taking over.

For several years, research has pinpointed succession as a potential trouble spot for an aging advisory business. But retirement is not the only problematic succession issue, and maybe not even the ...

For seasoned wealth advisers, contemplating retirement often brings a mix of anticipation and apprehension. After years of cultivating a successful practice and nurturing client relationships, the ...

Perhaps not surprisingly, two of the most frequent and challenging requests we currently receive are for assistance with “thinking through growth questions” (aka, “mergers and acquisitions”) and ...

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 ...

Succession must be planned not only to preserve wealth but, more importantly, to preserve the values, principles, and culture ...

There are clear, undeniable facts that we all accept but somehow don’t believe will apply to us: If we are alive, one day, we will die. There is no escaping that. And if we stay alive longer, we will ...

Book before 9 February @ www.dynamictalentmanagement.com and receive a 50 discount. Management Todayís authoritative Talent Management And Succession Planning event on 23 March is an essential date ...

HADDONFIELD, N.J.--(BUSINESS WIRE)--True, the only tech and data-first global talent platform, today announced its partnership with Leadership Circle, a leading global provider of executive coaching, ...

Three in four women say they're well on track to achieve their financial milestones without receiving any inheritance from family or spouses.