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 ...

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 ...

Succession planning is a proactive strategy businesses use to identify and develop internal talent to fill critical roles within the organization as they become vacant due to retirement, promotion, ...

The accounting profession is experiencing unprecedented consolidation, with traditional firm mergers and private equity acquisitions dominating the landscape. However, these conventional paths aren't ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For many privately held businesses, succession planning ...

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 ...

Economic shifts, new technologies, sudden exits, and changing employee expectations have made succession planning less of a “good to have” and more of a survival tool. Succession planning was once a ...

The departure of skilled IT professionals can lead to various disruptions. One way to avoid this staffing challenge is to carry out succession planning for IT. Organizations of virtually any type or ...

Exchange-traded funds can significantly boost advisor efficiency, according to Scott Davis, head of ETFs at Capital Group, who says that the asset class can help free up their time. “ETF models can ...