UAE: Modern Succession Planning For Global Families . Across the GCC and beyond, families are becoming increasingly global.

As part of founder Barry Ritholtz’ exit strategy, the firm is giving employees more opportunities to acquire ownership in the ...

IFAs said succession planning was the biggest benefit when looking to hire advisers, according to research by ValidPath.

From an international perspective, family businesses in the Gulf region are taking new approaches to succession. In five areas, some leading Gulf families have decided against “conventional wisdom” ...

Succession planning is a challenge many financial advisors put off until it’s too late, and this often leads to rushed transitions and missed opportunities for growth. Here’s the story of the approach ...

In 2025, succession planning for business owners has never been more important. A powerful demographic shift is underway: Over 4.2 million Americans will turn 65 this year, and more than half of ...

20% of independent financial advisers reveal that hiring new advisers is a key part of this year’s growth strategy.

Ritholtz, a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today announces the rollout of an employee-led succession plan designed to preserve ...

As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger generations over the next ...

Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

The Ontario government is investing nearly $2 million to help small business owners plan for ownership transitions, launching the province’s ...