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 ...

Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

For many registered investment advisor (RIA) firm owners, succession planning is a daunting but necessary process. But for women-led firms, the journey toward a successful transition is often more ...

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 ...

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.

Timing, they say, is everything. Especially when it comes to buying and selling financial securities where investors would almost always prefer to be lucky than good. That said, when it comes to ...

Business owners are accustomed to reinvesting their capital back into their business. But as they contemplate their eventual exit from the company that they’ve built and grown, they should make sure ...

Mindful of the links between leadership-talent quality and leadership succession and development programs, corporate boards are asking chief human resources officers (CHROs) tough questions about the ...

Berkshire Hathaway, the multinational conglomerate holding company led by Warren Buffett, has long been hailed as a paragon of successful business management and investment strategy. An integral ...

CEO tenures are falling around the world, and, as a result, companies are planning CEO successions more frequently. Yet, CEO succession does not often go to plan. It’s a complex process, and even the ...

The next three to five years could see a $30 trillion asset shift to U.S. women, yet just 23.8% of CFP registered professionals are female. These numbers don't align. We need more women advisors, and ...

Please note: This item is from our archives and was published in 2008. It is provided for historical reference. The content may be out of date and links may no longer function. In its first global ...