Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

Do you have a succession plan? If your answer is “no,” you’re certainly not alone. In fact, 93% of advisors don’t have a succession plan in place. It’s no wonder that Sheila Cuffari-Agasi, AIF® is so ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business leaders and owners must navigate constant ...

When it comes to succession planning, I believe it’s never too early to start. In fact, nine times out of ten, people should have started sooner than they did because the earlier you prepare, the more ...

AssetMark has introduced a new multi-stage training program aimed at addressing one of the industry’s most entrenched challenges: succession planning for financial advisors. The initiative, called ...

As part of NJBIZ’s latest virtual panel, participants discussed how family businesses can survive and thrive across multiple generations. Earlier this month, Trump signed into effect sweeping tax and ...

The risk surfaces later, after a death or during a leadership transition, when the business is already under pressure. By ...

At the beginning of next year, two stalwart planners who built their registered investment advisory firm and shaped countless financial advisors' careers will step down from their roles. Processing ...