Family business owners are increasingly choosing to pass leadership directly to grandchildren rather than to their own ...

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

Small businesses employ 62 million Americans and generate nearly half of US GDP. But as boomers retire by the millions — and ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ...

Succession planning is often treated as a late-career exercise—something to revisit when retirement looms or a transition is already underway. But the most effective executives begin shaping a ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

Forest Dutton knows firsthand what can happen when an advisory firm lacks a finalized succession plan. Processing Content Today he owns Brightworks Financial Planning in Lexington, South Carolina, but ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

One mile from home, our world shattered. We survived the wreckage, but it made one thing clear: Stop pushing pause and ...