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 ...

Preparing for a leadership transition ensures that your nonprofit can keep operating — and fulfilling its mission — no matter who is at the helm. A long-term plan can help your fundraising, too: You ...

After decades of building your business, turning it over to someone else can be emotional. But with the right mindset and a strong plan, it can also be your proudest moment. The most important step in ...

Parkwoods Wealth Partners LLC has recently launched a new platform aiming to support registered investment advisors (RIAs) with their growth and succession planning. The platform has integrated its ...

Forbes contributors publish independent expert analyses and insights. I provide career insights for you to be seen and promote. Did you know an organization’s employees hold approximately 42% of ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

The success of a succession plan is tied to good communication, and HR leaders are key to making sure this happens, according to McLean & Co.’s “Design a High-Value Sucession Planning Program” guide, ...

We often associate succession planning with corporations: Shareholder meetings, leadership grooming, and boardroom readiness. But behind every home’s front door is another kind of enterprise—one that ...

While two-thirds (64 percent) of business owners have a succession plan in place, a new study by Edward Jones highlights the complexities and emotional challenges entrepreneurs face in preparing for ...