Tax efficiency is usually the number one thing that people think about,” said Scott Davis, head of ETFs at Capital Group.

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ...

Industry participants have articulated the risks of not having a succession plan for years: lack of continuity for clients, inability for advisors to realize the value of their life’s work, and risk ...

Passing the family farm to the next generation doesn’t happen by chance. Without careful planning, that dream can quickly ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Succession planning is essential for business owners, art collectors, and ...

The hit series Landman reveals critical mistakes business owners make when planning succession and how advisors can help ...

Planner Dominique "Dom" Henderson applied skills he had learned in hedge fund operations to his first job in wealth management, where he helped a financial advisor switch firms. Processing Content "He ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

Succession is often treated as a moment in time: a handover of ownership from one generation to the next. In practice, it is a far more complex exercise in wealth management, requiring careful ...

More frequently than ever, I witness stories of small, single-partner CPA shops that suddenly end. Most of them end because the sole partner passed away or became disabled. In many of these cases, ...

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

Three-quarters of RIA and broker/dealer firm owner respondents said they lack a clear plan of succession, which could alienate future leaders. A fictional family struggle to control a media ...