DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories. The succession concerns for registered investment advisers didn’t just continue in 2024, but ...

Enterprise value has become one of the most important strategic conversations happening inside advisory firms today,” said ...

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 ...

Despite the client assets and M&A deals of giant proportions, the wealth management industry hasn't addressed its succession and recruiting challenges, a new study said. Processing Content At least 26 ...

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 ...

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 ...

Owners love to talk about timing, markets and multiples. But the real driver of a successful transition is far less glamorous ...

MemorialCare 12-year CEO succession plan ensures smooth leadership change as Dr. Barry Arbuckle hands over to President David Kim on July 1.

The real secret to future leaders? It starts long before anyone gets promoted.

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...

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 ...