Succession planning is increasing in importance given the aging of the industry. Succession planning is essentially a plan for the business beyond an advisors’ involvement. It’s also a contingency ...

Just 13 percent of family business members in the next generation say the business would “continue to run smoothly and without interruption if an important family employee moved on, retired, or passed ...

Forbes contributors publish independent expert analyses and insights. Kara Dennison writes about careers, leadership, and the job market. For organizations to succeed in a competitive market, they ...

This story previously appeared on principal.com. Transitions and change are hard — especially for small business owners. It can be tough to wrap your head around leaving something you created, and ...

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of ...

Though financial advisors expertly help clients plan for their future, they sometimes neglect to apply the same forethought to their own firms. In fact, only 27% of financial advisors have a ...