When mixing family and finances, you have to leave the ‘family’ mindset out of it.

CEO Thomas Carroll discusses how HB Wealth has grown to a $32 billion RIA despite, and partly due to, founder changes.

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

More than a quarter of family-owned businesses are either navigating a leadership succession right now or expect to face one ...

A new generation of industry leaders reshapes what succession planning can look like for independent insurance agents.

A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

Delaying succession planning could result in court disputes and relationship breakdowns, experts warn. Here’s how to do it ...