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 ...

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 ...

If you’re the owner of a small or mid-size business, chances are your company represents a large portion of your net worth. That’s especially true for many Baby Boomers like me. Over the past few ...

Nearly every healthcare leader is aware of the impact that the departure of the baby boomer generation is likely to create. In fact, we have been aware of this interesting dynamic for over a decade.

Only about one-third of family-owned businesses have a concrete succession plan, highlighting the risks of internal conflict and instability. Rupert Murdoch’s succession woes underline the importance ...

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 ...

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

Succession planning often lives in the “someday” category — until it suddenly becomes today. In this powerful session, Nicole Milone, Chief Wealth Officer at Solaris Strategic Wealth, shares her ...

CEOs always have a difficult job, but in today’s times of economic uncertainty, tough competition, increasing investor scrutiny to hit performance targets, relentless media cycles and disruption from ...

Nearly half of healthcare executives plan to leave their organizations within the next year, according to a recent survey. Such significant turnover puts healthcare organizations at risk for ...

According to Alan Murray and Stephen Gahan, tax partners and succession planning experts at Forvis Mazars, the biggest risk factor in succession planning isn’t tax or regulation, it’s emotion.