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

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

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

Without a succession plan, Lehigh Valley businesses risk fading. Explore strategies that preserve company culture, protect ...

Tibet is a red line that cannot be crossed, one observer warns, while another says ‘young and weak’ thaw will survive ...

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 ...

Amakhosi chairman Kaizer Motaung revealed to SABC Sport that a succession plan is a major priority at the club, and that the ...

In many African societies, the elder is seen not just as a person but as a vessel of collective memory, wisdom, and lived ...

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

The workshops involved explanations of the legal details of planning wills and estates when it comes to passing down farmland ...

Succession planning is now a key component of long-term business strategy for UK financial advice firms, according to new ...

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