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

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 ...

In an earlier article I discussed how most companies go about the business of succession planning at the top all wrong. Here I describe how to do it right. It's mainly a matter of developing a ...

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

But succession planning doesn’t have to be filled with drama. Instead, it can be a logical, methodical, and relatively painless process for those choosing successors, ...

Succession planning is a long journey that should be carried on during all phases of the business life cycle, and the plan should evolve as the business evolves.

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 ...

Nearly 90% of financial advisors lack a formal succession plan, an Investment Planning Counsel survey revealed in May.Although 69% of the financial advisors surveyed were nearing retirement or had ...

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