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 ...

"The future is unpredictable and lawyers must strive to lessen the impact of unexpected interruption to their relationships with clients by proactively protecting the clients' interested in the event ...

Numerous surveys have shown only about 25% of financial advisors have a written succession plan in place. Which begs the question, why do so few advisors who counsel their clients about the importance ...

On Sept. 19, the New Jersey Supreme Court announced that all attorneys in private practice will be required to disclose the status of any “succession planning” that the attorney has undertaken “for ...

According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...

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 ...

Handing over the reins to the family farm can be a difficult process, but it is the ultimate goal of most families to pass on the farm to the next generation. Unfortunately the majority of farms don’t ...

In 2018, the Financial Planning Association partnered with Janus Henderson on a study that showed 73% of financial advisors did not have a written succession plan in place, and of those who were ...

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

Succession planning is the process of identifying and preparing, through mentoring training, education and development, appropriate candidates to replace, as required, key employees within an ...

The Dell family was lost. Although the road to farm succession was paved with good intentions, trips to accountants and attorneys had always ended in more confusion than direction for the Westminster, ...