If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

A pair of reports show how a desire to keep control within the family is driving more efforts at formal governance and ...

After decades of building your business, turning it over to someone else can be emotional. But with the right mindset and a strong plan, it can also be your proudest moment. The most important step in ...

Planning provides time to think about an appropriate exit strategy and potential challenges that may arise at the time of ...

Succession planning is something you may assist your clients with, but consider how much thought you've given to the future of your own business. When it comes to succession planning for financial ...

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. The study, ...

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 ...

YouTube exec Tara Walpert Levy spoke at Fortune's Most Powerful Women conference in Washington, D.C., on Tuesday.

CEO Michele Buck will retire June 30, 2026 after two decades at the company. Buck has served as CEO for eight years. "The board is grateful for Michele's vision and transformational leadership, not ...