Succession planning is part art, part science, and largely politics and bias. Can artificial intelligence improve the process ...

Succession planning is a critical yet often overlooked aspect of law firm management. A lot of law firms in Nigeria, ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape ...

A well-structured trust is often a central estate planning tool for small businesses and closely held family business owners ...

While there is no standard approach to succession planning, organizations should attempt to minimize disruption before, ...

Estate planning goes beyond a simple will—it’s about long-term wealth preservation. While a will ensures clear inheritance, a ...

Donna Phaneuf founded the firm in 1991 and aptly named it Via, a Latin-based word that means “by way of.” On Jan. 1, she ...

The founders of some of the nation’s most successful family business will soon turn 70, and the ATO wants to know what comes ...

The model that RIAs use to pay their less-tenured professionals is morphing and looming larger in their future plans and ...

Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...

The death of longtime team owner Virginia McCaskey this week at age 102 brings to the forefront questions that have hovered ...