The managing partner of Klingman & Associates discusses how RIAs should go about the process and explains why younger ...

Current Board member John Duke to succeed Jim Green as President & CEO Rob Gagnon and Seth Benson appointed as new Board ...

An NJBIZ panel explored succession planning, tax reform impacts and long-term strategies to help family businesses thrive across generations.

Four out of five advisers haven’t made a transition plan for their clients and businesses after they retire, survey finds ...

On this episode of Ask the Retirement Expert, ThinkAdvisor Senior Reporter John Manganaro speaks with Taylor about the Carson ...

More than one-third of small business owners plan to sell in the next year, as inflation concerns and tariff pressures ...

Tim Cook is Apple’s longest-serving CEO. But what industry gossipers want to know is, what will happen if and when he’s replaced?

As baby boomer owners retire, New Jersey faces a wave of small business succession challenges with major economic and legacy ...

Many farm owners view their operation as a legacy to be passed to future generations. Succession planning enables owners to ...

The IPC survey found that 91% of clients say its important that their advisor has a clear succession plan for when they stop ...

Without a succession plan, Lehigh Valley businesses risk fading. Explore strategies that preserve company culture, protect ...