To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

MISSION, Kan.--(BUSINESS WIRE)--A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor ...

From my experience, most small to mid-sized businesses treat succession planning as a one-time event or something to figure out when leadership changes are near. In my opinion, that’s too late. When I ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

Forbes contributors publish independent expert analyses and insights. Curiosity expert improving engagement, innovation, and productivity. When people think about succession planning, they picture TV ...

What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

It likely came as no surprise that 94 percent of advisors haven’t completely solidified their succession transition plan, according to Kestra Holdings’ Bridging the Gap report. Various members of the ...

Succession planning is often treated as a legal or financial exercise — a “simple” matter of wills, taxes and transfer dates. Yet for family-owned farms and agribusinesses, it’s something deeper: the ...