Nearly half of execs in equity compensation plans lack a formal financial plan—and the confidence gap is a retention risk HR ...

Equity compensation is taking on a growing role in the retirement strategies of American workers, with new research from Charles Schwab showing that nearly all stock plan participants consider it an ...

Sometimes, the best way to invest in employees' career and development is to let them invest in you. Nearly half of employees consider equity compensation — a benefit that gives them a stake in their ...

Equity compensation is a strategy used to improve a business’s cash flow. Instead of a full salary, the employee is given a partial stake in the company.

With the end of the fiscal year approaching, we continue to see an uptick in the number of clients seeking counsel on structuring equity incentive plans. As our clients take a look back at the prior ...

Equity compensation is far more than a workplace perk for employees at firms offering this benefit. According to a new survey from Charles Schwab of stock plan participants, three-quarters (76%) say ...

Dynasty Financial Partners CEO Shirl Penney says investment in stock plan platform will be "of enormous value to the evolution of the independent RIA space." Dynasty Financial Partners is deepening ...

Equity compensation taxes often surprise tech professionals because company withholding rarely covers the full bill. Restricted stock units (RSUs) are taxed as income at vesting (not sale), incentive ...