A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.) ...

Advisors must prioritize organic growth, succession planning, AI adoption and advanced strategies to thrive in 2026's ...

New research finds that succession planning is a top pain point, followed closely by leadership pipeline development.

Planning an exit strategy for a company takes a psychological step before a financial one and there are many potential pitfalls for an owner seeking to build a succession plan.

Generative AI and advanced automation have officially crossed the line from support function to core investment capability.

The Conference Board reports that board turnover and election of new directors slowed in 2025. Women recorded a net gain of ...

Corey Kupfer is founder & managing partner of Kupfer PLLC, a law firm that specializes in working with RIAs on M&A, tuck-ins, breakaways and succession planning. He’s been telling InvestmentNews how ...

In his new role, Vittal will be responsible for driving group-wide synergies across digital and technology initiatives, ...

BestMediaInfo.com tracks last week’s major leadership appointments, promotions, and exits impacting the world of advertising, ...

A significant share of C-suite executives are reaching traditional retirement age. This transition is happening as ...

As older workers extend careers, organizations count runway to their exit—eliminating the judgment, pattern recognition, and wisdom AI can’t replace.

As leaders, we’re experts at building long-term value. What if our most powerful frameworks could be applied to our most important stakeholders: our families?  As C-suite leaders, we’re driven by ...