JPMorgan sets a new succession plan
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According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While ...
A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets ...
For many business owners, succession planning is often pushed aside by day-to-day demands. But having a clear plan for what ...
Avoiding succession conversations also can affect employee retention and labor stability. In some cases, the next generation ...
When thinking about succession planning, it’s easy to paint a picture of something out of HBO’s Succession — sibling rivalry, a founder stepping aside, and the chosen one emerging. In reality, ...
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.
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