Succession planning

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.

The drama with one of the world's wealthiest families is a lesson in intergenerational finance.

Tough economic times call for tailored succession plans — and they likely don't include the IPO your client's heart is set on.

Laura LaTourette and Ramona Maior are teaming up with the goal of connecting with more planners and allies who share common experiences.

Market volatility and the Fed's interest rate increases aren't likely to reverse the trend.

The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.

With succession plans fueling the industry’s continuing records in M&A deals, one firm is trying to address the challenge through its acquisition strategy.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

The spot as James Gorman’s top deputy had been vacant for two years since the exit of the firm’s colorful President Colm Kelleher.

One of the new co-heads of consumer and community banking to succeed co-President Gordon Smith "is likely the ultimate next CEO of JPMorgan,” an analyst says.