Succession Planning Stories

Global Stories

Succession Planning stories

SEI launches portal for advisers' succession planning

A third of advisers are due to retire within a decade, leaving many firms without documented succession plans and under pressure to act earlier.

By Karen Joy Bacudo • 3 min read • Today

Data centers

Linesight names John Butler as chief executive officer

The construction consultancy's next phase of growth will be led by an internal appointee as it expands across 44 offices in 30 countries.

By Sofiah Nichole Salivio • 4 min read • Last month

Software-as-a-Service

Betterworks adds AI tools to boost workforce readiness

Employers could spot skills gaps sooner as Betterworks links meeting analysis with development plans and learning tools.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 29th Sep 2026

Mergers and Acquisitions

IQ-EQ names Anil Ponnampalam to lead APAC platform

The appointment deepens IQ-EQ's integration of its former Gordian Capital business, as Anil Ponnampalam takes charge across APAC and the Middle East.

By Mara Sugue • 3 min read • Tue, 22nd Sep 2026

Fintech

Cook Islands trust registrations hit record amid US demand

Record registrations underscore the Cook Islands' growing reliance on US-backed trust business, even as local staffing gaps widen.

By Karen Joy Bacudo • 5 min read • Mon, 21st Sep 2026

Data Protection

Cook Islands trust boom opens fintech & regtech market

Rising trust registrations are forcing Cook Islands firms to invest in compliance, payments and cybersecurity systems to serve overseas clients.

By Karen Joy Bacudo • 4 min read • Thu, 17th Sep 2026

Stories from Other Regions

Succession Planning stories

Risk & Compliance

UK boards & CEOs split on cyber risk & AI governance

UK business leaders are split on cyber risk and AI governance, with CEOs far less worried about cyber threats than non-executive directors.

By Joseph Gabriel Lagonsin • 4 min read • Today

Business Continuity

SEI launches portal to help advisers plan succession

The portal targets firms facing succession pressure as one-third of advisers expect to retire within 10 years and many lack a documented plan.

By Shadda Lie Catugal • 3 min read • Yesterday

Fintech

Multipolitan raises USD $2 million seed funding round

The funding will help launch a consumer app and widen services for wealthy clients as demand for cross-border mobility tools grows.

By Karen Joy Bacudo • 3 min read • Yesterday

Risk & Compliance

Huntington launches AI studio for small businesses

Early access is open to non-customers as the bank targets smaller firms that lack dedicated finance and compliance teams.

By Karen Joy Bacudo • 4 min read • Last month

Digital Transformation

Armstrong Bell acquires Tapcast in six-figure deal

The purchase boosts Armstrong Bell's managed IT and cybersecurity push as BT phases out old analogue lines and wholesale line rental.

By Sofiah Nichole Salivio • 4 min read • Last month

Human Capital Management

Humankind appoints Anna Muir Acting Chief Executive Officer

The leadership reshuffle is designed to preserve client continuity as the New Zealand consultancy expands services and enters a year-long parental leave cover.

By Mara Sugue • 3 min read • Last month

Human Capital Management

Boards warned over costly fallout from overlooked executives

Overlooked internal candidates can trigger a costly retention problem, with replacing a senior executive estimated to cost nearly £77,000.

By Sofiah Nichole Salivio • 4 min read • Last month

Crypto

Singapore Bitcoin investors want returns, survey finds

Wealthy investors are increasingly seeking yield from Bitcoin holdings, with security, custody and succession planning shaping their choices in Singapore.

By Karen Joy Bacudo • 4 min read • Last month

Artificial Intelligence

Wealth institute targets AI training as Dalio warns advisers

Advisers could lose market relevance unless they learn to use AI, as the Wealth Management Institute aims for 21,000 training enrolments over three years.

By Karen Joy Bacudo • 4 min read • Last month

Software-as-a-Service

InDebted names Chris McNamara CEO and Brendan Lee CFO

The debt collections firm is strengthening its leadership after a 42% revenue rise, with a new chief executive and chief financial officer due in October.

By Karen Joy Bacudo • 3 min read • Last month