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 ...

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 ...

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

For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of ...

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 ...

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 ...

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.