The right estate planning approach can result in a significant, tax-efficient transfer of your client’s wealth.

A lot of RIAs have been buying up retirement plan-focused firms as they make big pushes into that space. That’s not what ...

“I care about reality. Perception be damned,” he added. You should help your charitably inclined clients do more than just throw money at the causes and organizations they believe in. You should help ...

Mariner has acquired Cincinnati, Ohio-based Cassady Schiller Wealth, Englewood, Colo.-based Jenkins Wealth and Marlborough, ...

Joe DeVico, BlackRock's co-head of U.S. wealth advisory, discusses the explosion in interest in model portfolios.

The forecast for unemployment is that it will rise slightly from its current rate of 4.2% to 4.3% by year-end of 2025. Thus, there is no expectation of a hard landing. However, if unemployment doesn’t ...

The investment from FJM, which has its roots in convenience stores, will help Balentine with succession planning and growth.

The tech provider is unbundling its tax services, as clients increasingly clamor for assistance from their advisors, ...

Wealth Enhancement Group is expanding its Pacific Northwest presence by acquiring an Oregon-based firm with more than $673 million in managed assets. Northwest Investment Counselors is an independent ...

The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who ...

According to a lawsuit filed in Ohio federal court, Paul Saba created fictitious email addresses to falsely accuse two ...

MAI Capital Management, a Cleveland-based registered investment advisor with about $30.3 billion in assets under management ...