In today’s dynamic job market, companies are constantly searching for innovative ways to attract, motivate and retain top talent. Two increasingly popular methods that bridge the gap between employees ...

As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

In their presentation, “Taking Care of Business: New Approaches to Business Succession Planning,” at the 59th annual Heckerling Institute on Estate Planning, Ellen K. Harrison and Natalie ...

Barry Ritholtz and Josh Brown, famed RIA industry advisors who frequently appear across Bloomberg and CNBC channels, have announced a succession plan for their $7.6 billion RIA Ritholtz Wealth ...

Focus is on the relationship between upper-level management and stockholders -- categories which overlap when the owner is the manager. Although J&M clearly believe that agency problems within the ...