Geri Eisenman Pell: How Merging My Firm Helped Me Plan for Succession
The Barron’s Hall of Fame advisor recently merged her 38-year Ameriprise practice into Rise Private Wealth Management.
VI Consortium1d
OMB Nominee Julio Rhymer Targets Cost Reduction and Financial Reform
Among his top priorities as OMB Director: reducing the burden on general fund finances caused by semi-autonomous and ...
Seeking Alpha18h
Selling Hargreaves Lansdown After Investors Accept A Low-Ball Takeover Offer
Just as importantly, they spend a lot of time on succession planning, ensuring the business can develop ... Each of my three ...
People Are Getting Brutally Honest About Their Age And How They Feel About Getting Older
"Honestly, the cognitive understanding that I have more years behind me than ahead of me freaks me out a bit. Where did all ...
Football3652d
Man City’s reason for snubbing Amorim emerges amid Guardiola ‘agreement’, ‘succession plan’ reveal
According to reports, Manchester City snubbed Manchester United head coach Ruben Amorim while they were “succession planning” for Pep Guardiola’s exit. Guardiola‘s future has been in doubt ...
The Citizen6d
Chiefs boss Kaizer Motaung on PSL succession plan
Picture: Samuel Shivambu/BackpagePix Kaizer Chiefs chairman Kaizer Motaung says the new Premier Soccer League (PSL) should start discussions around the succession plan that would see young people ...
New York Post6d
Richard Pitino isn’t part of dad Rick’s St. John’s succession plan
No, Richard Pitino isn’t planning to succeed his dad at St. John’s. Last February, Rick Pitino said he wanted Richard to stay at New Mexico until he was done at St. John’s, and then take his ...
AOL6d
Bernard Arnault’s son Alexandre is climbing the ranks as new deputy of Moët Hennessy. Here’s what it means for LVMH’s succession plan
Alexandre Arnault, one of LVMH CEO Bernard Arnault’s children, is set to become the deputy chief of the French luxury conglomerate’s main spirits brand, Moët Hennessy. The 32-year-old ...
Barron's6d
Geri Eisenman Pell: How Merging My Firm Helped Me Plan for Succession
After nearly four decades helping clients plan and invest ... clients and making sure that I really think carefully about the succession.” Speaking ...
pwmnet.com4d
Lessons in succession planning
Succession planning in wealth management is critical but often fraught with challenges, particularly those stemming from complex family dynamics. Passing wealth to future generations is a top priority ...