For smaller companies, a simpler business structure limits ownerships' ability to test executives with different products, ...

Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape ...

While there is no standard approach to succession planning, organizations should attempt to minimize disruption before, ...

With the "deepest sadness and heavy hearts," the Financial Planning Association announced that CEO Patrick D. Mahoney died Saturday ...

A transition plan unveiled last month is designed to allow the $940 million-asset, Orlando, Florida-based institution control its destiny and avoid the succession planning pitfalls that vex many ...

Jim Stewart, New York Times columnist, joins 'Closing Bell' to discuss Disney's succession plans and the company ahead of its ...

Farms are a fixture of the McLeod County landscape. In the case of family farms, chances are they’ll need to be passed along to successors within a few decades. Experts have suggestions to ...

Success planning is emerging as a crucial yet often underdeveloped component of wealth management for family offices ...

Participants will learn about the key steps involved in creating a succession plan, including legal and financial considerations, family communication strategies, and goal setting. The workshop is ...