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 ...

Transferring your family business into the hands of a new generation is an exciting opportunity for growth. But with that opportunity also come legal considerations that are crucial to the ongoing ...

The Walt Disney Co. concluded its years-long CEO succession planning work this week. What can HR take away from the ...

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 ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

Barry Ritholtz is selling a portion of his ownership to broaden advisor equity at the $7.6 billion RIA, keeping the firm ...

IFAs said succession planning was the biggest benefit when looking to hire advisers, according to research by ValidPath.

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

This is the 27th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...