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 ...

According to the third installment of the IG Wealth Management Advisor Perception Industry Study ("the Study"), succession planning remains a critical, near‑term issue for Canadian advisors, with ...

The succession planning process is essential to any business, regardless of the times. However, when times are uncertain, planning ahead becomes even more critical. As of this writing, various factors ...

What is meant by Succession Planning? Learn about Succession Planning in detail, including its explanation, and significance in Human-Resource on The Economic Times.

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 ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

Business owners often spend years building an enterprise but devote far less attention to how it will continue when they are ...

Most family business succession studies focus narrowly on the succession event itself or on some of the changes in leadership and performance that occur soon before or after the succession event. Much ...