Building a thriving advisory firm is a significant accomplishment, but what happens to the business, and your clients, when you're ready to move on? A comprehensive succession plan can help answer ...

For many business owners, succession planning is often pushed aside by day-to-day demands. But having a clear plan for what happens to your business once you’re ready to step ...

When it comes to legacy planning — part of which includes preparing your agency for a smooth ownership transition, whether you’re retiring or facing a personal emergency — the sooner you craft a ...

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 ...

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 ...

MINOT, N.D. (KMOT) - Financial advisors say it’s never too early or too late to start succession planning when it comes to farm estates. Jon Haug with Financial Wealth Solutions told us some of the ...

Farmers and ranchers have a lot to consider as they approach succession planning and estate planning. Alex Vasichek noted rising interest rates and taxes as factors that make things difficult. Alex ...

Growing a 57-year-old franchise brand means planning is essential. For Shannon Iverson, vice president of development at Taco John’s, it also means preparing for the next generation of operators. “We ...