Succession planning

With 37% of financial advisors expecting to retire within the next decade, rookies are still failing at a 70% clip within their first five years, according to a new Cerulli study.

The answer depends first and foremost on how much time financial advisors have for an emotionally and technically challenging process, experts said.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

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.