Ssuccession planning is as vital as any other organizational process. But it currently feels outdated—almost prehistoric.

Carson Group, one of the nation’s largest registered investment advisors, is buying one of its partner practices as part of a ...

In the decades since Dennis Pettinelli founded Pettinelli Financial Partners it has grown to $750 million in assets under management for more than 500 advisory clients. But a multi-year plan for ...

Regulatory bodies have become increasingly focused on succession planning, particularly in the financial industry. The ...

CEO Dave Kimbell is stepping down effective immediately, Ulta said Monday, and will stay on as an advisor through June 28.

A number of banks mixed up their executive teams in the past year, as they shifted strategy, handled regulatory problems or ...

Just as we can all learn from Warren Buffett's investing strategies, his estate plan also offers some valuable lessons.

Think estate planning can wait? Here’s the thing: putting off or delaying estate planning can leave your loved ones in a ...

Good morning. CFO turnover continued to increase this year. CFO poaching, planned retirements, or promotions to other C-suite ...

A multi-state extension workshop series for women in agriculture will offer strategies to evaluate and improve farm estate ...

The Genesee Valley Conservancy will offer a free workshop in January for farmers and farm families interested in succession ...

A multi-state extension workshop series for women in agriculture will offer strategies to evaluate and improve farm estate and transition plans. “Leaving a Lasting Legacy for Midwestern Farm Women: A ...