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.

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

In an earlier article I discussed how most companies go about the business of succession planning at the top all wrong. Here I describe how to do it right. It's mainly a matter of developing a ...

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

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

But succession planning doesn’t have to be filled with drama. Instead, it can be a logical, methodical, and relatively painless process for those choosing successors, ...

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 ...

Succession challenges don’t have to be a top risk for businesses. Yes, hiring, retaining and developing top talent is always difficult. These risks could be lessened if succession planning weren ...

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

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.

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?