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Why boards fail at succession planning
4+ day, 4+ hour ago (115+ words) Business Standard Why boards fail at succession planning The only succession planning that happens is done by the CEO, to ensure that no successor emerges Register to continue reading premium journalism and analysis from Business Standard. One subscription. Two world-class…...
What actually makes a next-gen advisor ready for succession
4+ day, 1+ hour ago (386+ words) Will Turner, co-founder and principal at Indianapolis-based Forta Wealth Partners, said he has made his own mistakes on both sides of a handoff. He believes a successful transfer depends on team culture: strong support staff so clients feel their trust…...
New i4cp Research Finds Most Succession Efforts Fail to Build the Leadership Depth Organizations Need
4+ day, 17+ hour ago (414+ words) Sep 09, 2026, 11:00 ET Only 40% of respondents say their organizations are effective at building bench strength, while organizations that get it right are nearly seven times as likely to report successful succession outcomes The study also shows that stronger succession systems extend…...
The succession paradox – putting stewardship to the test
5+ day, 11+ hour ago (577+ words) Salman Mahdi, Global Vice Chairman Over the next generation, families could face one of the largest transfers of private wealth in modern history, but how can they ensure wealth is carried responsibly from one generation to the next? For some,…...
Acquisitions could be solving the succession crisis, so why aren't they?
5+ day, 13+ hour ago (911+ words) An AICPA survey conducted in 2020 found that 26% of single owners and sole practitioners were planning to retire within the next five years. Today those partners have either hung up their hats and left a critical role to be filled, or…...
Why advisor succession planning fails without a real exit plan
1+ week, 4+ day ago (864+ words) My own exit strategy was designed the day I started in this industry, and too many advisors wait until it's too late to start theirs Why do advisors wait too long to develop an exit strategy? There is also an…...
succession planning
1+ week, 5+ day ago (13+ words) Rugby Victoria Rugby Victoria are proud a part of Rugby Australia...
Owner-managed businesses in Cumbria urged to begin succession planning
1+ week, 5+ day ago (422+ words) A lack of succession planning is putting owner-managed businesses at risk of long-term instability, according to Cumbria accountancy Lamont Pridmore. The firm is urging business owners to take action to protect the future value of their companies, warning that even…...
Governance Before Structures: Sovereign Group's Andrew Galway on Why Succession Plans Stall
1+ week, 5+ day ago (738+ words) The Problem Is Not the Structure "One of the things we're here in India to explore more is collaboration and to discuss governance," Galway said. "So, it's not just in India, but globally, there does seem to be an issue…...
The 3 Ds of retirement – Why succession planning can’t wait
2+ week, 9+ hour ago (651+ words) Statistics show few South African family farms survive beyond three generations. Yet their greatest threat is not drought, disease or market prices. Theo Vorster, co-founder and CEO of Galileo Capital Limited, states the real danger often emerges at succession, when…...