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 ...

Female financial advisors are navigating a succession landscape filled with unique challenges, from finding like-minded ...

Succession planning enables the transition of leadership roles to support the ongoing operations of a business. Business owners should be thinking about their succession plan throughout their lives, ...

Top Rank Advisors, a financial services firm based in Raleigh, North Carolina, has launched a specialized planning initiative ...

What makes succession planning so challenging? There are no easy answers or fill-in-the-blank forms. The TV series Succession has certainly made business transition a sexier topic. On top of that ...

For seasoned wealth advisers, contemplating retirement often brings a mix of anticipation and apprehension. After years of cultivating a successful practice and nurturing client relationships, the ...

Lack of a succession plan can create confusion, misunderstanding, and conflict that negatively impacts business continuity for advisory firms. Hear directly from advisors on their biggest pieces of ...

I wouldn’t expect a wave of mergers solely because of this initiative, but it may spark some thoughtful conversations among ...

An announcement from Basler Kantonalbank Partizipsch ( ($CH:BSKP) ) is now available. Basler Kantonalbank has released a study highlighting the ...