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 But it currently feels outdated—almost prehistoric.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 ...

At least three structures should be developed: a family council to discuss family issues, a functioning board of directors to deal with ownership and policy issues and a succession task force to ...

As the women professional transfer window in England will open on the first of January and conclude on the 30 January, there ...

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

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

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

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

The financial planning profession is built on a foundation of technical expertise, intricate theories and carefully ...

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 ...

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 ...

CEO turnover is at an all-time high. A perfect storm of burnout and the need for leaders who can navigate ever-changing tech, ...