“For some, their business is not their legacy. In my case, it is.”

Goals that are challenging and specific are the primary indicator of future growth.

A trio of benefit directors tell plan advisors at NAPA’s 401(k) Summit what they like about retirement plan advisors and what they can live without.

Author and NAPA 401(k) Summit keynote speaker Scott McKain on getting beyond clichés, embracing creativity and understanding what it is you don’t do.

The large broker/dealer network is gaining traction with its succession planning program and will launch a website, a la Match.com, later this year, to help buyers and sellers connect.

Know the signs of needing to grow your firm, Genpact acquires Rage Frameworks and LPL adds Bell Bank.

Five key essentials to communicating with administrative assistants.