Succession plans generally fall into one of three main categories or types, each following a different path toward achieving long-term plan objectives. Both employees and the business benefit from ...

To achieve this in your company, appoint a succession planning committee. Executive recruiting firm Russell Reynolds advises that succession planning is most often done by the governance and ...

Beyond having two of his pet projects fail to muster sufficient owner support (tush push ban and playoff seeding changes), ...

Employee stock ownership plans let business owners take their chips off the table while staying deeply involved in their firms.

Raj Bhatia, private wealth advisor with Merrill Private Wealth Management, recommends that advisors set aside at least three ...

There are many CPA firm leaders who grapple with the right approach to practice succession.

Raj Bhatia, private wealth advisor with Merrill Private Wealth Management, describes how bringing a family member on board can benefit the firm and clients.

Thus began one of the most important CEO searches in the past decade—and a case study in the dos and don’ts of senior leadership succession. Claudio Fernández-Aráoz is an advisor on Talent ...

Hartman, an industry veteran with nearly five decades of experience in financial services, has coached hundreds of advisors on succession planning. He says most advisors don’t have a plan, and when ...

Without nomination, claims up to Rs 5 lakh need affidavits after six months. Amounts above Rs 5 lakh require a succession certificate. Knowing these procedures ensures a smooth transfer of funds to ...

While investors are not expecting a surprise succession announcement, they do expect that the company will showcase potential successors to Dimon. "We expect all eyes to be on the next generation ...