For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

The best private banks and wealth managers have been honing the art of succession planning for generations. That is certainly true of Lombard Odier. Having been around for 230 years, in 2025 it walks ...

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans despite looming retirements ...

Crafting a succession plan for your nonprofit strategically prepares the organization for leadership changes long before it’s needed. While some organizations may not see the value in creating these ...

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 ...

Financial advisors face twin business challenges that are difficult to accomplish at the same time: succession planning and generational retention of clients. On the one hand, the veteran advisor aims ...

Prem Watsa, the Indian-Canadian billionaire, for the first time, publicly outlined his succession plan, confirming that his son Ben Watsa will take charge of Fairfax Financial Holdings in the years ...

Succession planning is a strong focus and a global practice at Lombard Odier but it’s rooted in Europe, and this year it is Western Europe’s best for succession planning. The wealth-planning team ...