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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.
Added on November 2016 in Form an RIA
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Summary: Looking to free themselves from limitations they are feeling in the wirehouse world, advisors will typically embark upon an exploration of the independent space since it allows for the highest level of freedom and flexibility.
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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.
Added on November 2016 in M&A Issues
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Summary: Mergers and acquisitions have become a popular business strategy for companies looking to expand into new markets or territories, gain a competitive edge, or acquire new technologies and skill sets.
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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.
