A well-crafted plan is only half the job. If your family doesn’t grasp your intentions or the plan is poorly implemented, ...

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans despite looming retirements ...

Farmers can claim substantial R&D tax credits for testing hybrids and fertilizers but must file by March 1 to avoid losing ...

Getting succession planning right was already a challenge pre-pandemic. Today, with talent scarcer than ever, it is an even higher priority for most organizations. HR should not underestimate the ...

For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

This story previously appeared on principal.com. The "what ifs" help you create an adaptable succession plan Owning a small business and managing stress have always gone hand-in-hand. And those ...

Advisors must prioritize organic growth, succession planning, AI adoption and advanced strategies to thrive in 2026's ...

Organizations are more prepared today in planning for the future and designing roles and organizational structures to meet the demands of unpredictability. Succession planning — along with mentorship ...

Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over in 2026.

The Financial Regulatory Authority (FINRA) this week gave guidance to registered financial representatives on how to properly hand over the keys of their business with the goal of protecting clients ...

Four years ago, Rebecca Terrell, the former CEO of a reproductive-health group, hired a director of operations she hoped could one day succeed her. T he more groups plan for a change in leadership, ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...