You’ve vanquished your rival in a CEO succession race. Now, how do you lead them?
Disney this week announced Josh D’Amaro, its parks chief, as the winner of its very public race to be its ...
Thursday, April 2, 2026
Tag: succession
Why RIAs should avoid private equity in succession planning
Most RIA mission statements espouse core fiduciary tenets like integrity, excellence, putting clients first and delivering unbiased advice. Indeed, such ...
How ESOPs, 1042 rollovers are shaping RIA succession plans
With a growing share of financial advisors nearing retirement, succession planning has become a major challenge for the industry. More ...
Obstacles for advisors in succession planning
Forest Dutton knows firsthand what can happen when an advisory firm lacks a finalized succession plan.Processing ContentToday he owns Brightworks ...
Tips to avoid a bad RIA succession plan
A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at Knoxville, Tennessee-based APC Financial Planning. ...
Why tech planning in advisor succession is essential
For advisors who fail to think through the details of succession, systems that don't integrate well and fragmented data can ...
Mentorship and Succession Planning: Cultivating the Next Generation of Legal Leaders
Succession planning is a critical component for any law firm that seeks long-term success and stability. Beyond ensuring the firm’s ...
The problem with wealth firms having no succession plans
Building a practice from the ground up is an arduous process that takes grit and determination.Despite this, few advisors have ...
Asia’s wealthy lack succession plans even as riches near $99 trillion
Asian private wealth is projected to reach $99 trillion by 2029, yet many of the region’s wealthiest families are unprepared ...
For succession planning to work, boards need to hunt for future CEOs with these 4 traits, YouTube exec says
Planning for who will be your company’s next CEO is one of the most consequential decisions for a business, but ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.