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 ...

Sauerland will be succeeded by Andrew Quigg, currently chief strategy officer, who is “expected to succeed Mr. Sauerland as CFO when Mr. Sauerland retires.” Until then, the pair will work closely ...

A significant number of advisers are unsure about whether they would consider selling to a consolidator, despite many ...

As Tyson Ray, Author of Total Succession, learned firsthand, even highly successful advisors with years of experience can ...

Barry Ritholtz is selling a portion of his ownership to broaden advisor equity at the $7.6 billion RIA, keeping the firm fully employee-owned and independent of outside capital.

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

Disney filed its annual proxy filing Thursday, with new details about the succession process.

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 ...

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 ...