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Cover Story: Succession Planning

7 Things that Make or Break a Succession

by Jason Carroll

The keys to a successful succession may not surprise you; what is surprising, is how often these key attributes go ignored.


Practice Management

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.


Do Fundamental Index Funds Outperform Traditional Index Funds?

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.


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