The engagement platform’s Succession & Exit Planning tool aims to be ‘first of its kind’ for financial advisers.

RISR announced the launch of its enhanced financial planning platform, introducing the industry’s first financial ...

When it comes time to plan for future ownership and management of a business, careful consideration about who should receive ...

In this week’s Thought Leadership roundtable, experts at First Merchants discuss financial, emotional, and legacy issues that business owners should consider before selling their business. Preparing ...

At my firm, we use the mantra “Strategy first, people always.” Succession planning only works when we start with a clear understanding of business goals and stakeholder objectives.

For some business owners, a well-planned sale can serve as the capstone of a career-long journey and ensure their legacy lasts beyond retirement. Whether the goal is to pursue new ventures or maximize ...

For most owners, the enterprise is their biggest asset, but preparation is required to ensure the family member can shoulder ...

Succession planning is more than an administrative checkbox for retiring advisors—it’s about securing a legacy, preserving client relationships, and empowering the next generation. Yet, according to a ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

Musk needs to participate in CEO succession planning to get his record-breaking, $1 trillion pay package. But that part may ...