Backed by Deloitte and retired CEO insights, learn why the best executive succession process starts years in advance. Read ...

These five steps can help organizations adopt an approach to succession planning that thoughtfully identifies the people who ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

A new generation of industry leaders reshapes what succession planning can look like for independent insurance agents.

Although a board of directors’ top responsibility is CEO succession planning, too many fail to adequately engage in the process. It was a pivotal moment in my career—I had just been named CEO of ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or upcoming board seat vacancies—is vital for corporate stability and continuity.

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own ...

As women take greater control of their finances, succession planning is becoming just as important as saving and investing ...

It’s important to recognize that succession planning is really people planning. So, start there. People bring motivations, ...