RPA Edge Podcast: Voya Financial’s Charlie Nelson on Optimizing Financial Planning

Feb 08, 2022

Voya Financial's Charlie Nelson shares his expertise of RPAs and how financial advisors can leverage their utility to benefit clients’ retirement plans, financial plans and employee benefit programs.

How Much Is Left of Jeffrey Epstein’s Estate?

Feb 08, 2022

Legal fees and settlements with his victims have sapped over $400 million with more (rightly) to come.

Celebrity Estates: Aristotle Onassis and the Impact of International Asset Planning

Feb 07, 2022

Greek law limited how much money Aristotle Onassis could give Jackie O. after his death.

Super Bowl Host and Rams Owner Kroenke Wins Even Before Kickoff

Feb 07, 2022

Sponsorships, ticket sales and Kroenke’s real estate are all poised to benefit.

The WealthStack Podcast: Lori Hardwick on How Technology Is Revolutionizing Wealth Management

Feb 03, 2022

Wealthtech executive Lori Hardwick discusses the developments in fintech that all advisors need to know.

The LA Chargers’ Owners Are Disputing Their Tax Bill

Feb 02, 2022

More legal trouble for the Spanos Family Trust.

Robert Durst’s Estate Sued by Siblings of Slain Wife, Kathleen

Jan 31, 2022

The suit seeks unspecified damages for “wrongful, felonious and tortious conduct.”

Family Advisory Team From Massachusetts Joins LPL From Cetera

Jan 31, 2022

In recent weeks, LPL also has welcomed new independent practices from advisors departing Wells Fargo, Commonwealth and Morgan Stanley.

Confessions of a Barred Broker

Jan 31, 2022

‘I was naive. I wish I had been more educated on the peril I was facing.’

Sergey Brin’s Family Office Names Marie Young as Investment Head

Jan 28, 2022

Brin, 48, has a net worth of $111.1 billion, according to the Bloomberg Billionaires Index, primarily thanks to his 6% stake in Alphabet Inc. worth about $97 billion.