As part of founder Barry Ritholtz’ exit strategy, the firm is giving employees more opportunities to acquire ownership in the ...
Ritholtz, a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today ...
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 ...
Ritholtz Wealth has expanded its ownership to 29 employees as co-founders Barry Ritholtz and Josh Brown execute a long-term ...
Succession planning is a priority in the utility industry as an aging workforce, changing technologies, and turnover reshape the sector. The utility sector faces unique challenges, striving for ...
Does it make sense to have a succession plan in place amid the ever-evolving landscape of today's business world, where turnover of team members and even owners has become the norm? Here, we explore ...
From my experience, most small to mid-sized businesses treat succession planning as a one-time event or something to figure out when leadership changes are near. In my opinion, that’s too late. When I ...
As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger generations over the next ...
As the largest intergenerational wealth transfer in history unfolds, family-owned businesses and family offices across North America are facing a pivotal moment in succession planning. The next ...
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 ...
As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 ...
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 ...
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