Succession planning is increasing in importance given the aging of the industry. Succession planning is essentially a plan for the business beyond an advisors’ involvement. It’s also a contingency ...

Forbes contributors publish independent expert analyses and insights. Curiosity expert improving engagement, innovation, and productivity. When people think about succession planning, they picture TV ...

This story previously appeared on principal.com. Transitions and change are hard — especially for small business owners. It can be tough to wrap your head around leaving something you created, and ...

Though financial advisors expertly help clients plan for their future, they sometimes neglect to apply the same forethought to their own firms. In fact, only 27% of financial advisors have a ...