Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

As the largest intergenerational wealth transfer in history unfolds, family-owned businesses and family offices across North America are facing a pivotal moment in succession planning. The next ...

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 ...

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 ...

Leo Tolstoy begins Anna Karenina with the line: “Happy families are all alike; every unhappy family is unhappy in its own way.” Much the same can be said for successful multi-generational family ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...

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 ...

Business owners are accustomed to reinvesting their capital back into their business. But as they contemplate their eventual exit from the company that they’ve built and grown, they should make sure ...

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

T he most common criticism of a planner’s approach to succession management is that by the time the planner thinks of it, it’s too late. That is, the issue of succession management often occurs to ...

"There are traps that happen with family businesses that cause them to derail, and I think Market Basket fell into one of those traps," says Frank Apeseche, a Professor of the Practice at the Gordon ...

This webinar aims to support nuclear organizations in the implementation of the key processes required to address human resource needs in terms of size, type and quality of the workforce for the ...