When firms wait too long to plan, they often have no choice but to hire externally. That can be damaging at the management ...

Stepping into a previous CEO’s shoes is tricky—particularly if they’ve been successful.

The nonprofit Routt County Economic Development Partnership will host the free business workshop “Succession Planning through ...

Effective planning doesn’t have to be daunting, but it does require having the right advisors and a deliberate strategy. Here are essential steps to consider.

Discover how successful wealth transfers require addressing human dynamics, governance structures and strategic planning ...

In this Crain’s Quick Take, Matt Fedor, a business and estate planning attorney at Foster Swift, shares why business owners ...

Instead, in 1993, Furner started as an hourly associate at a Walmart store—number 100 in Bentonville—stocking shelves, ...

The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation ...

Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence ...

The success of their recruitment model is such that they are always preyed upon by wealthier clubs looking for off-the-peg ...

Apple has had a number of high-profile changes this year among its top executive team. Long-time Cook confidante, chief ...

Zolidar's platform helps advisors and business owners navigate employee ownership transitions, addressing millions of ...