Estate and legacy planning will require a new paradigm from the legal and planning community to assist their clients in a ...

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

Intercity State Bank announced in late January the retirement of its longtime president/CEO. Randy Balk Randy Balk, who lead the bank as president/CEO ...

Patrick D. Mahoney, the CEO of the Financial Planning Association, died Saturday after "a long and very brave battle with cancer," the FPA announced. Dennis Moore, the FPA’s chief operating officer, ...

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

Japanese shipowner K Line has unveiled its succession plan as it rings the changes at the top. A board meeting on Tuesday ...

Life insurance policies can be an excellent addition to a wealth management plan. Depending on the type of policy, they can provide life insurance and help generate financial resources. However, there ...

Mike Gundy’s revised contract, which the A&M Colleges Board of Regents approved Friday, includes his participation in State’s succession plan for its next head coach.

Louisville volleyball wasted no time in naming Dan Meske as Dani Busboom Kelly's successor. Here's how and when U of L knew ...

HERSHEY, Pa. — Leadership changes are coming at The Hershey Co.

Laura O'Quinn has been named the next superintendent of the Dallas County district. She previously worked in Camdenton, ...

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 ...