Most talent strategies plan Boomer-to-Gen-X transitions. The actual handoff? Jones-to-Millennial. The generational map is wrong.

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

The accounting profession is experiencing unprecedented consolidation, with traditional firm mergers and private equity acquisitions dominating the landscape. However, these conventional paths aren't ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

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 ...

Osaic is expanding succession planning assistance in its W-2 model with a majority-stake investment in Innovative Wealth Team, a Nashville, Tenn.-based advisory group with $700 million in managed ...

MISSION, Kan.--(BUSINESS WIRE)--A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

Rory Conwill, Director of Corporate, BRM, explains why early succession planning is critical for manufacturing businesses, outlining the risks of delay and the practical routes available ...