Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. In philanthropy, just as in business, the strategic foresight ...

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

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

Business succession planning is widely recognized as a crucial component of ensuring a company’s longevity. However, many owners still lack formal plans in place. How common is business succession ...

Developing a succession plan is a responsibility that most advisors acknowledge. Yet relatively few advisors have a plan — a paradox that has persisted for years. To find out about the current state ...

When it comes to succession planning, Travis Shuring, a financial advisor with Edward Jones, wants to make sure families are protected. This is something he does by helping put the proper plan in ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Forest Dutton knows firsthand what can happen when an advisory firm lacks a finalized succession plan. Processing Content Today he owns Brightworks Financial Planning in Lexington, South Carolina, but ...