Stephen Pauwels, Co-Founder and Principal at BridgePoint Financial, sat down with Canadian Lawyer to discuss the unique challenges law firms face when it comes to succession planning ... personal ...

Succession planning in wealth management is critical but often fraught with challenges, particularly those stemming from ...

Effective succession planning can help UHNI families minimise these tax consequences and protect their enterprises for future ...

MINNEAPOLIS-ST. PAUL, MN – The Minnesota Twins today announced an executive leadership succession plan, to be implemented in ...

With smart strategies like “GPS For Life”, MGM Financial offers a range of services to help clients navigate their financial ...

This article contains a cautionary tale about the Kash family, a fictional farming family that didn’t want to put any effort ...

Which area of law should an ambitious and intellectually curious lawyer aim for upon qualification? A growing number are ...

(See “Supreme Court adds to business valuations” below). Don’t just present your succession plan to family members and ...

A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find ...

The Barron’s Hall of Fame advisor recently merged her 38-year Ameriprise practice into Rise Private Wealth Management.

Preparing to step away from a family business wit ...