The managing partner of Klingman & Associates discusses how RIAs should go about the process and explains why younger ...

An NJBIZ panel explored succession planning, tax reform impacts and long-term strategies to help family businesses thrive across generations.

Lincoln’s Center for Agricultural Profitability has launched new resources to help farmers and ranchers without a family heir plan for their operation’s future. A series of informational articles ...

The financial decision-making table, that is. While the role of women in family financial decision-making, governance and ...

Four out of five advisers haven’t made a transition plan for their clients and businesses after they retire, survey finds ...

Harvard Bioscience (HBIO) announced a CEO succession plan under which John Duke will assume the role of president & CEO following the planned retirement of Jim Green, effective July 28, 2025.

On this episode of Ask the Retirement Expert, ThinkAdvisor Senior Reporter John Manganaro speaks with Taylor about the Carson ...

More than one-third of small business owners plan to sell in the next year, as inflation concerns and tariff pressures ...

Tim Cook is Apple’s longest-serving CEO. But what industry gossipers want to know is, what will happen if and when he’s replaced?

Many farm owners view their operation as a legacy to be passed to future generations. Succession planning enables owners to ...

As baby boomer owners retire, New Jersey faces a wave of small business succession challenges with major economic and legacy ...

The IPC survey found that 91% of clients say its important that their advisor has a clear succession plan for when they stop ...