For many entrepreneurs, their business is more than just a source of income—it's an extension of themselves representing years of hard work, financial investment, and emotional commitment. A shocking ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...

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 ...

Developing a succession plan is a responsibility that most advisors acknowledge. Yet relatively few advisors have a plan — a paradox that has persisted for years. To find out about the current state ...

This story previously appeared on principal.com. The "what ifs" help you create an adaptable succession plan Owning a small business and managing stress have always gone hand-in-hand. And those ...

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 ...

Succession planning has always been important, but not critical. Now, in 2024, it has evolved from “should do” and “must-do” to “cannot wait.” Many external factors make it increasingly pertinent for ...

A new generation of industry leaders reshapes what succession planning can look like for independent insurance agents.

When you start a business, your must-do list is long and varied, from a great idea to market research, from a financial plan to a name. But one piece of the growth puzzle that often doesn’t make the ...

"In a crisis, it's not just about identifying a leader who can step in, but also about managing the firm through the crisis," write Elizabeth Lampert and Lara Cupit. The very public division within ...

The Tuesday afternoon session of this year’s NBAA-BACE includes a topic that has become critical in light of today’s dire shortage of high-quality pilots and mechanics interested in business aviation ...