Going beyond succession, retiring advisors should prioritize building a safety net to protect their practice, staff, and ...

Ensure smooth business transitions with these three strategies to maximize operational excellence, financial strength and ...

As a result, many financial advisors have worried less about the internal organic growth required for succession planning than they have in other periods. But as the great physicist Isaac Newton ...

You could still lead the company for years. That’s the perfect time to create a succession plan. After a lifetime of hard work, maybe it’s time to take a step back and reap the rewards of your hard ...

Here’s everything you need to know about Amazon’s succession planning and its S-Team bench, what Bezos had to say about Jassy, and how partners and analysts reacted to the announcement.