Spafford’s role is to guide attendees through the process of implementing family discussions and completing a comprehensive succession plan. “We’re going to look at where you, your family and your ...

As the meetings and events industry faces rapid technological change and shifting workforce expectations, succession planning ...

Point S Next Generation Campus brought young leaders together to tackle succession and leadership challenges in the ...

AssetMark has introduced a new multi-stage training program aimed at addressing one of the industry’s most entrenched challenges: succession planning for financial advisors. The initiative, called ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

Weber Gallagher, Goldberg Segalla and Chartwell are all becoming more intentional about succession planning, aiming to ...

Succession planning often lives in the “someday” category — until it suddenly becomes today. In this powerful session, Nicole Milone, Chief Wealth Officer at Solaris Strategic Wealth, shares her ...

When most people think about retirement planning, they’re focused on their personal retirement – but as a business owner, you’ll need to think about retiring from your business in addition to your own ...