Succession planning

Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.

Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.

Some 4,200 attendees have converged on Southern California for the third year of Ritholtz Wealth Management's annual outdoor "wealth festival."

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.

One year after it bought First Republic Bank, the largest U.S. bank by assets is launching J.P. Morgan Private Client, a new tier in its affluent-consumer services that brings together JPMorgan's brand with First Republic's concierge model.

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.

Some planners and firms are taking action to address impending retirements. Here's why opening more pathways into the field matters to every company in wealth management.