Ritholtz, a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today ...

Most financial advisors enter the profession with a clear purpose: to help people build more secure and prosperous financial futures. The career is also an opportunity to build something with a ...

Proper succession planning protects the company value, stabilizes teams and relationships, reduces risks and preserves business identity.

This article was originally published at BeRecruitment.com. In our work with Boards, CEOs and Executive Teams across health, ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

Succession planning is fraught with potential missteps. By examining common mistakes, businesses can employ proactive measures to sidestep pitfalls that have ensnared others. Delaying the Planning: ...

It’s no secret that the retirement plan advisory industry is aging fast. Assets are growing and client needs are becoming more complex, but the pipeline of new financial professionals is not keeping ...

For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

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 ...

Rachel Quinn, Managing Partner at 3P Partners, looks at the importance of succession planning in the food and beverage ...

Advisors often—and repeatedly—cite the benefits of long-term planning with their clients, a hallmark of any financial planning strategy. Troublingly, they may not be following their own advice. What’s ...