Industry experts say MSOs, or management service organizations, can serve as a way for senior attorneys to retain equity even ...

Establishing a strong foundation for any future CEO transition takes time and effort, but the outcomes are well worth it, and the risks are too high to ignore. The Fast Company Executive Board is a ...

Zolidar's platform helps advisors and business owners navigate employee ownership transitions, addressing millions of ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

In September 2025, Oracle promoted its co-CEOs under the watchful eye of Chairman Larry Ellison. The press dutifully praised ...

Some law firms resort to round-table finger-pointing when they talk about succession planning as it seems to stir up emotions ...

Two industry veterans have launched an RIA succession platform designed to provide all the services that an advisor needs to sell their business without an intermediary and maximize its value, ...

AI Reshapes Wealth Advisory As Trust, Personalisation And Succession Planning Take Centre Stage . Artificial intelligence is ...

Mergers are becoming increasingly more common as a resolution for the succession-planning quandary at plaintiffs firms, which don't regularly restock their ranks in the same fashion as the corporate ...

This old compensation model — where family members accept below-market wages in exchange for a promised future inheritance — ...