For many independent financial advisers (IFAs) approaching retirement, succession planning is essential to achieve a positive ...

The Planning for future succession at a family business is like navigating in a fog. Success is only certain after your succession, but testing your strategy helps you cut through the fog.

Berkshire’s succession plan is not a single move. It’s a multistep transition of leadership and trust — carefully constructed over decades — to ensure the survival of a distinctive ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced that Schaible ...

Succession planning in family business is an issue of growing importance. Approximately 90 percent of the businesses in the U.S. are family-owned and one-third of the Fortune 500 is either family ...

There is a succession planning model for all of these agencies that we have created and it gives us an opportunity to put a young, competent, capable executive team around him to which we will be ...