Succession planning in wealth management is critical but often fraught with challenges, particularly those stemming from ...

CL: Are there differences in succession planning processes depending on the size of a firm ... Whomever the succeeding lawyer(s) is, they are rarely in a position to write a cheque for the entire ...

Organizing your business papers and creating or updating transition plans are a vital part of stress testing a succession ...

One of the first items of business for Farm Journal succession planning expert Kevin Spafford and his Legacy Project team was to prepare a written plan to chip away at the family’s succession ...

Fortunately, there are many options available today than there were 10 or 20 years ago. Today you have the choice to sell ...

The Barron’s Hall of Fame advisor recently merged her 38-year Ameriprise practice into Rise Private Wealth Management.

CAE (TSE:CAE) has released an update. CAE has announced a CEO succession plan as Marc Parent, who has led the company for 15 years, will step down in August 2025. Under Parent’s leadership ...

Having been engaged in succession planning discussions for some time, the Board and I are fully aligned on the process and transition to CAE's next CEO. Over the decades, I have been able to work ...