-
The Dark Side of CEO Succession
Succession planning Magazine ArticleMost CEOs and most board members manage the CEO’s succession well. In many companies, CEOs are bound by tradition or policy to step down at a certain age, and plan accordingly. Many have enough vision and insight to overcome any momentary desire to stay on, and indeed take pleasure in training and developing the next […] -
Design a Retirement That Excites You
Retirement planning Digital ArticleIt’s gotta be more than golf and bingo. -
A New Vision for Retirement: Productive and Meaningful
Retirement planning Digital ArticleInstead of retiring, baby boomers can fill the talent gap in social enterprises. -
Finding Direction When You’re Feeling Lost
Personal purpose and values Digital ArticleA five-part framework to help you navigate. -
The Baby Boomer Retirement Fallacy and What It Means to You
Age and generational issues Digital ArticlePundits have been telling corporate America for years that the Baby Boomers will soon create a “retirement tsunami”. But there’s one small problem – the pundits are wrong. As it turns out, there are far fewer than the much-touted “78 million Baby Boomers poised for retirement”. In fact, the growth rate in both the number […] -
Communicating Your Succession Plan with Customers, Clients, and Shareholders
Retirement planning Digital ArticleWhen you’re a CEO, questions about your retirement are unavoidable. -
Every Generation Wants Meaningful Work - but Thinks Other Age Groups Are in It for the Money
Leadership & Managing People Digital ArticleHow stereotypes drive resentment. -
Keys to a Healthy Retirement
Retirement planning Digital ArticleIf you are eligible for an early retirement package that your company is offering in these tough economic times, you’re probably weighing its financial pros and cons. But there’s another side to retirement you ought to be considering, too — its influence on your health and happiness. To someone who has been working for years, […] -
The Crisis in Retirement Planning
Organizational Development Magazine ArticleCorporate America began to really take notice of the looming retirement crisis in the wake of the dot-com crash, when companies in major industries went... -
The Longevity Opportunity
Consumer behavior Big IdeaNew consumer markets for an aging world. -
How Departing Leaders Can Pass Along Their Wisdom to Employees
Retirement planning Digital ArticleEd Catmull spent his last day at Pixar sharing what he’s learned. -
Life’s Work: An Interview with Sugar Ray Leonard
Retirement planning Magazine ArticleThe boxer won world titles in five weight classes. -
Reining in Activist Funds
Financial markets Magazine ArticlePublic pension funds control $2 trillion in assets, and who’s at the helm? Politicians and people who answer to them. -
Retiring Boomers Should Consider Selling Their Companies to Millennials
Succession planning Digital ArticleThe “search fund” model is particularly well suited to our demographic moment. -
Too Many Employees Cash Out Their 401(k)s When Leaving a Job
Leadership & Managing People Digital ArticleCompanies can make small changes that could dramatically increase retirement readiness. -
How to Prevent Experts from Hoarding Knowledge
Leadership & Managing People Digital ArticleMitigate the impact of big egos.
-
Diogenes-FG: Heralding Responsible Innovation in Fiduciary Services for Retirement and Nonprofit Trustees
Innovation & Entrepreneurship Case Study8.95View Details Diogenes pioneered the use of technology to support trustees and boards in their role as fiduciaries of employee retirement funds. Typically, a multinational... -
Searching for a Retirement Plan
Finance & Accounting Case Study8.95View Details -
Nielsonlar Insurance: Replacing a Life Insurance Plan
Finance & Accounting Case Study8.95View Details In 2003, a financial planner in Calgary started working with the owner of Oilfield Welding Limited to provide employee benefits to the owner and his... -
HBR Guide to Designing Your Retirement
21.95View Details Set yourself up for a successful transition. Retirement is perhaps the greatest and most deeply personal career transition you'll ever make. Will you... -
Krishna's Retirement Plan
Finance & Accounting Case Study8.95View Details Retirement planning is gaining importance for India's growing middle class. Like many young professionals, Krishna Chaitanya, a recent MBA graduate, questioned... -
High-Impact Wealth Management: Andrew Takes Shelter
Finance & Accounting Case Study8.95View Details The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on... -
Krishna's Tax Planning
Finance & Accounting Case Study8.95View Details The case is about Krishna, who has just started his professional career and is wondering what strategy to follow to maximize his after-tax wealth. He... -
Krishna's Personal Insurance Plan
Finance & Accounting Case Study8.95View Details Demand for healthcare and insurance is increasing as India's middle income earners seek to reduce risk. As a new MBA graduate, Krishna Chaitanya wondered... -
High-Impact Wealth Management: Tom and Deena Li Plan for Retirement
Finance & Accounting Case Study8.95View Details The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on...
-
Diogenes-FG: Heralding Responsible Innovation in Fiduciary Services for Retirement and Nonprofit Trustees
Innovation & Entrepreneurship Case Study8.95View Details Diogenes pioneered the use of technology to support trustees and boards in their role as fiduciaries of employee retirement funds. Typically, a multinational... -
The Dark Side of CEO Succession
Succession planning Magazine ArticleMost CEOs and most board members manage the CEO’s succession well. In many companies, CEOs are bound by tradition or policy to step down at a certain age, and plan accordingly. Many have enough vision and insight to overcome any momentary desire to stay on, and indeed take pleasure in training and developing the next […] -
Design a Retirement That Excites You
Retirement planning Digital ArticleIt’s gotta be more than golf and bingo. -
A New Vision for Retirement: Productive and Meaningful
Retirement planning Digital ArticleInstead of retiring, baby boomers can fill the talent gap in social enterprises. -
Finding Direction When You’re Feeling Lost
Personal purpose and values Digital ArticleA five-part framework to help you navigate. -
The Baby Boomer Retirement Fallacy and What It Means to You
Age and generational issues Digital ArticlePundits have been telling corporate America for years that the Baby Boomers will soon create a “retirement tsunami”. But there’s one small problem – the pundits are wrong. As it turns out, there are far fewer than the much-touted “78 million Baby Boomers poised for retirement”. In fact, the growth rate in both the number […] -
Communicating Your Succession Plan with Customers, Clients, and Shareholders
Retirement planning Digital ArticleWhen you’re a CEO, questions about your retirement are unavoidable.