Weber Gallagher, Goldberg Segalla and Chartwell are all becoming more intentional about succession planning, aiming to ...

The ‘Silver Tsunami’ will see 2.3–3million U.S. baby boomer-owned SMBs change hands over the next decade as retirements ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

“Most advisors today work for the house; with UWP they own the house. This will be the next trend in succession and, for those advisors willing to put a plan in place, the results will be multiples ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

It’s important for small businesses to have a succession plan to enable the company to continue into the next generation once the owner leaves — whether it be voluntarily or as the result of an ...

MISSION, Kan.--(BUSINESS WIRE)--A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor ...