Equita Financial Network, a wealth management platform for women-owned, fee-only financial advisors, has launched a succession planning service for its members. The new service, called EquitaFN ...

The primary outcomes of performance management are helping employees develop their knowledge and skills and supporting career aspirations. For this to be effective, management must provide a ...

The Ascent program offers tailored training and resources to help advisers plan for succession and ensure the continuity of their businesses. AssetMark Inc. introduced a program this week to provide ...

Fidelity Institutional Wealth Services today unveiled a program designed to help investment advisors envision and formalize their succession plans. According to the 2011 Fidelity RIA Benchmarking ...

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, ...

Under the hood, LPL continues to take an innovative approach to equip its advisors with the best resources and technology to serve clients. InvestmentNews caught up with Jeremy Holly, LPL's EVP of ...

A new guide from global HR research and advisory firm McLean & Company provides advice for HR to educate those communicating with succession candidates and candidates' people managers to effectively ...

Proper board succession planning—the systematic process of identifying and placing qualified candidates in current or upcoming board seat vacancies—is vital for corporate stability and continuity.

Whether a governing board oversees a public company, a privately owned firm, or a not-for-profit organization, sound governance and leadership are essential. Peak board performance requires directors ...