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

For generations, Wisconsin cranberry farms, like potato farms, have been more than businesses—they’ve been legacies. Passed ...

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

Sejong Law Firm (Managing Partner Oh Jonghan) has launched the "Future Inheritance Center" to proactively address inheritance and succession issues.

In celebration of National Entrepreneurs Month, MontanaroLaw, P.C., a premier New York law firm serving individuals and businesses throughout ...

The Kingdom's systemic approach to supporting family enterprises can offer critical lessons for policymakers and business ...

As the UK advice profession faces a growing talent and succession crisis, firms can no longer rely on luck to find the next ...

Study based on survey of 300+ CIRO-registered and independent advisors from across the Canadian wealth management sector ...

This year’s winners reflect the best of the community — skilled professionals, passionate entrepreneurs and trusted local ...

Agentic AI isn’t your humdrum chatbot anymore: it’s autonomous decision-making algorithm that lives in workflows, interacts ...

Michelle MacLean grew up in Hopewell, just down the road from Stellarton, Nova Scotia — the birthplace of Sobeys Inc. It was ...

Artificial intelligence has put consultancies in a quandary. They are expanding their teams because of AI-driven demand—while ...