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

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

Find out why most financial advisors lack succession plans and how it affects the industry. Get essential steps for a smooth transition of your financial practice.

When it comes to succession planning, Travis Shuring, a financial advisor with Edward Jones, wants to make sure families are protected. This is something he does by helping put the proper plan in ...

Planning an exit strategy for a company takes a psychological step before a financial one and there are many potential pitfalls for an owner seeking to build a succession plan.

Did you know that 60 percent of businesses lack a proper succession plan? Sadly, many organizations delay this critical task until it’s too late, leaving them in a state of panic when a leader becomes ...

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...

When Rupert Murdoch and his children finally reached a deal earlier this year to end the years-long succession battle over the media mogul's empire, the high-profile saga offered a valuable lesson for ...

In the wake of an SME owner’s death, cashflow risks and legal uncertainty can threaten business viability Read more at The ...

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

When you start a business, your must-do list is long and varied, from a great idea to market research, from a financial plan to a name. But one piece of the growth puzzle that often doesn’t make the ...