Succession planning in the RIA industry is often treated as a legal exercise. Advisors draft documents and structure buy-sell agreements, assuming the hardest part is complete. In reality, that is ...

Osaic is expanding succession planning assistance in its W-2 model with a majority-stake investment in Innovative Wealth Team, a Nashville, Tenn.-based advisory group with $700 million in managed ...

Forbes contributors publish independent expert analyses and insights. Kara Dennison writes about careers, leadership, and the job market. For organizations to succeed in a competitive market, they ...

The legal industry has been experiencing a problem with succession planning, as senior partners look to transition into retirement. Experts say the MSO, or management service organization, model could ...

As advisory firms increasingly invest in artificial intelligence, experts say the next generation of leaders will have to remain human-centered. While financial planning has seen a significant influx ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Forbes contributors publish independent expert analyses and insights. Vibhas Ratanjee studies leadership and culture at Gallup Most talent strategies plan Boomer-to-Gen-X transitions. The actual ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

With nearly half of all U.S. farmland may change hands in the next two decades, Latitude spotlights proven strategies that keep working land in farming hands The succession crisis isn’t just about who ...

The accounting profession is experiencing unprecedented consolidation, with traditional firm mergers and private equity acquisitions dominating the landscape. However, these conventional paths aren't ...

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