In the fast-paced world of wealth management, moving from one broker-dealer to another can be a fraught emotional journey because technology increasingly dictates the most critical portions of the ...

Transition Service Agreements (TSAs) play a critical role in acquisitions across various industries. These agreements outline the terms whereby the divested company pays (or receives payment from) the ...

The transition management industry has seen significant shrinkage in recent years, with a number of service providers exiting the business. In some cases, such exits have come about through mergers, ...

Norfolk County Retirement System, Canton, Mass., is searching for transition management services. The $1.3 billion pension fund is seeking qualified firms that provide services that "involve ensuring ...