• U.S. Supreme Court holds that inherited IRAs aren’t excluded from the bankruptcy estate—In a unanimous decision, Clark v. Rameker, 573 U.S. ______ (2014), the Supreme Court resolved the question of whether inherited individual...

Why Innovate?

Grants awarded for new degree program at Texas A&M, new training lab at University of Georgia

Merrill Lynch introduced a new training program on Monday aimed at building trainees into current advisor teams. In letter sent out to all 13,845 Merrill advisors on Monday, the firm announced the Team Financial Advisor (TFA) program, an alterna...

Boston Private Bank, a subsidiary of Boston Private Financial Holdings, on Wednesday acquired Florida-based Banyan Partners in a $60 million cash and stock deal...

Foreign entities use this to document their status

Nearly a third of advisors plan to buy another practice in the next one to five years