Broker-dealer Prospera Financial Services is expanding its advisor succession program, the Dallas-based firm announced today. Prospera, a boutique wealth management firm that supports a nationwide ...

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 ...

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 ...

AssetMark, a provider of wealth management and technology solutions for financial advisors based in Concord, Calif., has launched a new program to help advisors with succession planning. The program, ...

AssetMark has introduced a new multi-stage training program aimed at addressing one of the industry’s most entrenched challenges: succession planning for financial advisors. The initiative, called ...

Building on the firm's Design a High-Value Succession Planning Program blueprint, the guide has been designed to help HR share the importance of communication for succession planning programs with key ...

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

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in ...

Managers and human capital practitioners often have different ideas of how to plan for the next generation of technology leaders, study shows. A newly released white paper reveals federal human ...

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 ...

University of Delaware Cooperative Extension has recently taken an alternative approach to offering farm succession planning workshops. In cooperation with the University of Maryland Agriculture Law ...

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 ...