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

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 ...

Connor Teskey’s appointment puts him in the running to replace long-term Brookfield Corporation chief Bruce Flatt ...

Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the ...

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

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 ...

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

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 ...

When it comes to building and protecting wealth, too many business leaders fall for myths and misconceptions that cost them in the long run. The Fast Company Executive Board is a private, fee-based ...

For several years, research has pinpointed succession as a potential trouble spot for an aging advisory business. But retirement is not the only problematic succession issue, and maybe not even the ...

Cultivating Strong Indiana Farm Families through the Succession Planning Process by Providing Educational Opportunities and Current Resources The Purdue Succession Planning Team, comprised of ...