Passing the family farm to the next generation doesn’t happen by chance. Without careful planning, that dream can quickly ...

In this Crain’s Quick Take, Matt Fedor, a business and estate planning attorney at Foster Swift, shares why business owners should think about succession and estate planning from the moment they open ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

To explore how this can be done and why succession planning should be an integral part of advisory services, Cafemutual asked ...

Succession is often treated as a moment in time: a handover of ownership from one generation to the next. In practice, it is a far more complex exercise in wealth management, requiring careful ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

Succession planning: Are you there yet? That point in time when, after nurturing your clients and your agency for years, you’re considering other options? Possibly retirement? Relocation? Or a new ...

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...

A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...