As part of founder Barry Ritholtz’ exit strategy, the firm is giving employees more opportunities to acquire ownership in the ...

Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

Ritholtz Wealth has expanded its ownership to 29 employees as co-founders Barry Ritholtz and Josh Brown execute a long-term ...

Ritholtz, a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today announces the rollout of an employee-led succession plan designed to preserve ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

Although the majority of healthcare organizations point to recruiting and retaining talent as top priorities, few take the necessary steps to establish a solid succession plan, according to executive ...

Retirement plan advisers are constantly thinking about their clients’ futures—but it’s becoming equally important for them to strategize for their own firms, too. Earlier this year, consultancy ...

While many 1st Generation advisers express confidence in their succession plans, only 6% of those planning to retire within the next decade have a fully documented strategy in place. An industry study ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.

Avfuel Corporation has promoted four senior executives and formalized a new senior leadership structure as part of its ...