Ritholtz Rolls Out Succession Plan Featuring Employee Ownership
By Dinah Wisenberg Brin"We have a plan to continue forever, without private equity dollars," co-founder Barry Ritholtz says.
January 30, 2026
BNY Shuffles Leadership to Boost Wealth Solutions BusinessGlobal markets head Adam Vos will lead wealth solutions at BNY.
January 30, 2026
Ex-Advisor Sentenced to 6 Years for Swindling Couple out of $1MJeffrey Slothower was also ordered to make restitution.
January 30, 2026
Trump Picks a Reinvented Warsh to Lead the Federal ReserveKevin Warsh, 55, served on the bank's Board of Governors from 2006 to 2011 and advised Trump on economic policy.
January 29, 2026
Automation Software Boosts Industry Productivity: DocupaceOne AI-based client data platform saved advisors in 2025 nearly 200,000 hours on manual tasks, the firm notes.
January 29, 2026
How to Help Clients Duck the 'SALT Torpedo'More affluent households can be unknowingly exposed to what planners call the state and local tax deduction trap.
January 29, 2026
5 Medicare Advantage Crisis Points for Retirement AdvisorsThe supply of plans might be stable in 2027, but a new federal notice suggests it might not.
January 29, 2026
Sen. Grassley Presses Labor Secretary on Alleged Misconduct: ReportLori Chavez-DeRemer has been accused of travel fraud and an inappropriate relationship; a spokeswoman calls the allegations false.