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 ...

The succession planning process is essential to any business, regardless of the times. However, when times are uncertain, planning ahead becomes even more critical. As of this writing, various factors ...

According to the third installment of the IG Wealth Management Advisor Perception Industry Study ("the Study"), succession planning remains a critical, near‑term issue for Canadian advisors, with ...

What is meant by Succession Planning? Learn about Succession Planning in detail, including its explanation, and significance in Human-Resource on The Economic Times.

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 ...

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.

The advisory profession is entering a period of accelerated change. Market dynamics are shifting, client expectations are evolving and technology is transforming how advice is delivered. These forces ...