Nearly 10 years ago, in April 2015, I published a blog called “Confronting the ‘S’ word: Dealing with general partner succession.” As the founder and managing partner of Vintage, I wanted to ensure ...

According to the Financial Planning Association, as high as 73% of retiring advisors don't have a formal succession plan.

CEO tenures are falling around the world, and, as a result, companies are planning CEO successions more frequently. Yet, CEO succession does not often go to plan. It’s a complex process, and even the ...

Most family business succession studies focus narrowly on the succession event itself or on some of the changes in leadership and performance that occur soon before or after the succession event. Much ...

MILWAUKEE, March 16, 2026 /PRNewswire/ -- Regal Rexnord Corporation (NYSE: RRX) (the "Company") today provided an update on the Chief Executive Officer succession process first announced on October 29 ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

There are clear, undeniable facts that we all accept but somehow don’t believe will apply to us: If we are alive, one day, we will die. There is no escaping that. And if we stay alive longer, we will ...

There is perhaps nothing more constant in the financial planning industry than the talk of an aging advisor population rumbling toward retirement with too little focus on succession planning.