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 ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Succession planning has always been a critical factor contributing to an organization’s continuity. But if you’ll go back to your succession planning playbook – from your MBA class in organizational ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...

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, ...

Parkwoods Wealth Partners LLC has recently launched a new platform aiming to support registered investment advisors (RIAs) with their growth and succession planning. The platform has integrated its ...