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 ...

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of ...

A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at Knoxville, Tennessee-based APC Financial Planning. The second-generation owner of the registered investment ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

The success of a succession plan is tied to good communication, and HR leaders are key to making sure this happens, according to McLean & Co.’s “Design a High-Value Sucession Planning Program” guide, ...

Amid an uncertain economy and an ever-evolving regulatory landscape, law firms are leaning heavily on lateral hiring as their go-to talent acquisition strategy. According to the Am Law 200 Partner ...

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

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 ...

A multinational client CEO has been planning to resign for three years in a row, but every time the topic came up, the board persuaded him to continue for another period, saying a succession plan ...