Leadership education is a cornerstone of UHNW families aiming to achieve successful intergenerational transitions.

At 17 years old, Michelle Begina found out her parents used her college fund to buy a yacht. The decisions she made after ...

Under the Setting Every Community Up for Retirement Enhancement Act, employer plans must make required minimum distributions to employees starting by the required beginning date and to beneficiaries ...

Lawmakers certainly have a lengthy to-do list, and the first 100 days will likely come and go in the blink of an eye. That ...

Far too many advisors attempt to control every aspect of their practice in a vain effort somehow to deliver a better client ...

December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...

Austin, Texas-based hybrid RIA Kestra Private Wealth Services, a subsidiary of Kestra Financial, has added Campus Private ...

Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...

The firm has offices in Cedar Rapids and a second location in Las Vegas. The firm’s head said the decision was “our way of ...

The deal to acquire Zimmerman Investment Management & Planning is Georgia-based Merit’s third deal in recent weeks.

Marc Turansky is starting in the newly-created role of head of investment advisory programs as of Monday, according to Keith Glenfield, head of investment solutions.

Rob Pettman, president and CRO at TIFIN, explains impactful use cases for AI in the wealth management industry today.