Establishing a strong foundation for any future CEO transition takes time and effort, but the outcomes are well worth it, and the risks are too high to ignore. The Fast Company Executive Board is a ...

The legal industry has been experiencing a problem with succession planning, as senior partners look to transition into retirement. Experts say the MSO, or management service organization, model could ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Osaic is expanding succession planning assistance in its W-2 model with a majority-stake investment in Innovative Wealth Team, a Nashville, Tenn.-based advisory group with $700 million in managed ...

As advisory firms increasingly invest in artificial intelligence, experts say the next generation of leaders will have to remain human-centered. While financial planning has seen a significant influx ...

Succession planning in the RIA industry is often treated as a legal exercise. Advisors draft documents and structure buy-sell agreements, assuming the hardest part is complete. In reality, that is ...

Succession planning has always been a critical factor contributing to an organization’s continuity. But if you’ll go back to your succession planning playbook – from your MBA class in organizational ...

When it comes to succession planning, Travis Shuring, a financial advisor with Edward Jones, wants to make sure families are protected. This is something he does by helping put the proper plan in ...

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 ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

Forbes contributors publish independent expert analyses and insights. Vibhas Ratanjee studies leadership and culture at Gallup Most talent strategies plan Boomer-to-Gen-X transitions. The actual ...