The engagement platform’s Succession & Exit Planning tool aims to be ‘first of its kind’ for financial advisers.

When it comes time to plan for future ownership and management of a business, careful consideration about who should receive ...

Three family business owners with offices on Cape Cod talk with the Times about their businesses and what they hope for the future.

Alex Vasichek, of Elevate Financial, spoke with AgweekTV's Emily Beal about putting a team together for estate planning, why fair isn't always equal, and advice on when and how to start planning.

The “succession planning support for advisors” category had a 2025 performance average of 8.1, a dip from its average rating ...

Warren Buffett's retirement bombshell combined careful planning with dramatic flair. The Berkshire Hathaway CEO disclosed on Saturday that he intended to resign at the end of the year. Buffett, 94, ...