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 ...

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

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 ...

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 ...

It’s a comical question, but it makes a serious point about the importance of preparing for leadership transitions before they occur. Staff members at Dancers’ Group, a small nonprofit that promotes ...

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

By Tassilo Hummel and Helen Reid PARIS, Jan 26 (Reuters) - Some LVMH shareholders are seeking clarity on how and to whom ...