From Harvard Buisness Review
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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.
From Investopedia
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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.
From OnWallStreet
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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.
From Barron's
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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.
From Barron's
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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.
