Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson

Jul 24, 2023

Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.

DeVoe: 2023 Could Be First Down Year for RIA M&A in Nearly a Decade

Jul 24, 2023

DeVoe & Company’s quarterly 'RIA Deal Book' reported 57 total deals in the second quarter of 2023, a 15% drop from the same period in 2022. This year could be the first down year for M&A activity in nearly a decade.

Lessons for Advisors From Aretha Franklin’s Estate Woes

Jul 21, 2023

Don’t assume wealthy clients have done their planning.

Longtime IBD Recruiter Jon Henschen Dies at Age 64

Jul 21, 2023

Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space.

Equitable Sets 15% Growth Target for Wealth Management by 2027

Jul 20, 2023

Equitable Advisors plans to get there by growing its share of wealth advisors, emphasizing holistic life planning and doubling down on its 'supported independence' model.

Savant Acquires Delaware CPA/RIA Businesses With $376M in Assets

Jul 20, 2023

Savant’s acquisition of Raymond F. Book & Associates and its affiliated RIA are its sixth and seventh acquisitions in 2023.

Mindy Diamond on Independence: Ric Edelman on the Future of Your Wealth Management Practice

Jul 20, 2023

One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.

Edward Jones Moves More Advisors to Teams

Jul 20, 2023

Edward Jones advisors not only have the option to share offices, but they can now share clients. The firm expects 1,000 advisors to work in teams by year-end.

CFP Board Chooses Elizabeth Miller as 2024 Chair-Elect

Jul 19, 2023

The founder and president of Summit Place Financial Advisors will take over in 2025, succeeding current Chair-elect Matt Boersen.