BIRMINGHAM, Ala., June 17, 2025 (GLOBE NEWSWIRE) -- NBC Securities, a leading independent Southeast-based full-service broker-dealer and registered investment advisor, announced the release of its ...

“Succession planning is essential to every lawyer’s practice, proactively protecting clients and colleagues in the event of the lawyer’s disability or death.” The ABA page has a link to a document ...

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 ...

In philanthropy, just as in business, the strategic foresight to plan for leadership succession is not just wise; it's imperative. Ensuring that a foundation or philanthropic organization can continue ...

Succession planning is a critical aspect of business strategy, yet many business owners often overlook it. It involves creating a plan for someone to either own or run your business after you retire, ...

For seasoned wealth advisers, contemplating retirement often brings a mix of anticipation and apprehension. After years of cultivating a successful practice and nurturing client relationships, the ...

A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

The success of a succession plan is tied to good communication, and HR leaders are key to making sure this happens, according to McLean & Co.’s “Design a High-Value Sucession Planning Program” guide, ...

In the realm of family philanthropy, the concept of legacy often takes center stage. It's about creating a lasting impact that transcends generations, embodying the values and visions of its founders.