Cover Story: Succession Planningby Jason Carroll
The keys to a successful succession may not surprise you; what is surprising, is how often these key attributes go ignored.
Successful Transitions: Getting It Right
by Matt Lynch
Successful transitions require scenario planning and strategic analysis—looking where the firm has been and determining goals for the future.
by C. Edward Chang, Ph.D.; and Thomas M. Krueger, DBA
This study documents the performance of fundamental index funds and traditional index funds since the 2008–2009 market meltdown.