To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

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 ...

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 ...

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 ...

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 ...

Only about one-third of family-owned businesses have a concrete succession plan, highlighting the risks of internal conflict and instability. Rupert Murdoch’s succession woes underline the importance ...

Helping to ensure business longevity and preparing for a smooth leadership transition are among the reasons owners of Black small businesses (SMBs) should consider succession planning. Trimming the ...

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 ...

The primary outcomes of performance management are helping employees develop their knowledge and skills and supporting career aspirations. For this to be effective, management must provide a ...