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 ...

Both corporate legal work and estate planning may play key roles, but different ones, in the long-term success of ...

Forbes contributors publish independent expert analyses and insights. Kara Dennison writes about careers, leadership, and the job market. For organizations to succeed in a competitive market, they ...

Cognitive decline poses unique risks to family businesses. Learn essential planning strategies beyond wills to protect ...

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 ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

As the meetings and events industry faces rapid technological change and shifting workforce expectations, succession planning ...

A financial advisor for estate planning provides a future-forward perspective. They can help you build a long-term plan for your financial goals that aligns with the needs of your heirs. From ...

As board members of grantmaking foundations, one of your most critical responsibilities is ensuring the long-term sustainability and success of your organization. However, many boards of directors ...

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 ...

While two-thirds (64 percent) of business owners have a succession plan in place, a new study by Edward Jones highlights the complexities and emotional challenges entrepreneurs face in preparing for ...