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Summary: All CEOs will inevitably leave office, yet research has long shown that most organizations are ill-prepared to replace them. In this article, we review the most salient studies of succession planning and offer context from experts on the process of picking new leaders for organizations.
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Summary: Technology has had a tremendous impact on a number of different industries, and financial services is no exception. According to a recent study by RIA in a Box, advisors that use at least two technology solutions grew assets faster in 2015 than those that used none or just one.
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Summary: One key to succession planning is a buy-sell agreement that protects the firm’s principals, their loved ones, clients and employees.
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Summary: High performing teams are committed to aligning each employee’s natural skills and interests with their responsibilities. By doing this, they have the potential to put a leader in every chair of the organization. Not a people manager but a leader—someone who embraces their role and the responsibilities that come with it.
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Summary: As we draw closer to the effective date of the Labor Department’s fiduciary rule in April, I’m astonished at how the nitty-gritty aspects of complying with the rule—such as how to define a client’s best interest, and which actions are considered conflicts of interest—are distracting from the bigger picture.
