Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

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 ...

One of the benefits of being a financial advisor is the potential to own your business and run it how you see fit. Then, when you’re ready to move on, you can leverage the opportunity to pass the ...

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans ...

Have you considered what needs to be done with your business when you are doing your estate planning? If you own a business, it is important to have a management succession plan and also have a ...

I don’t know of anyone who works harder or longer hours than a small-business owner. From landing and servicing clients to making payroll, there’s seemingly always one more thing to do before leaving ...

Managers and human capital practitioners often have different ideas of how to plan for the next generation of technology leaders, study shows. A newly released white paper reveals federal human ...

A Reuters headline in May stuck out to attorneys at Barnes & Thornburg, a firm with more than 800 professionals in offices across the country: Buffett talks succession and Berkshire's future at annual ...

The Tuesday afternoon session of this year’s NBAA-BACE includes a topic that has become critical in light of today’s dire shortage of high-quality pilots and mechanics interested in business aviation ...