Technology could play a role in enabling Succession Wealth (Succession) to double its assets under management (AUM) within the next three to five years, its director of wealth Graham Nicoll told PA.

With the largest generational wealth transfer in history happening now, understanding and implementing effective transition ...

When someone passes away without a valid will, they are said to have died intestate. In Pennsylvania, dying intestate can ...

Minutes from recent board meetings obtained by the Globe shed new light on issues that seem to be tearing apart the ...

That kind of seamless transition is still rare in retirement plan advising, White says, especially among small, founder-led ...

After Sunjay Kapur’s sudden death in London at the age of 53, his company Sona Comstar is seeing it all — family drama, succession battle and investor curiosity. While his mother has alleged ...

With the old guard preparing to exit, there’s a critical need for cross-generational professional training, says Citadel ...

There is a growing perception that the current system of promotions, particularly near the point of retirement, reflects a ...

Mackenzie Investments ("Mackenzie") today announced the leadership succession plan and upcoming retirement of David Arpin, Senior Vice President, Portfolio Manager, and Co-Lead of the Mackenzie ...

Karisma Kapoor’s ex-husband Sunjay Kapur passed away on June 12, allegedly having swallowed a bee which led to his heart ...

Penske Entertainment, the Roger Penske-owned entity that holds Indianapolis Motor Speedway and IndyCar among its assets, said Thursday it has sold one-third interest in the company to FOX. The sale ...