James Millegan faces as much as five years in prison after a jury found him guilty of evading $2.5 million in income taxes, according to the Department of Justice.

The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.

The 'strategic alignment' brings Matson’s portfolios and investment principles to a 'wide-open' market.

An aggressive regulatory push by the SEC is behind the 'major shift' in resources, according to Hearsay Compliance Principal Bill Simpson.

The lift-out of its wealth management business is only the beginning of Choreo’s relationship with the national CPA practice, say firm leaders.

The marketing technology firm first announced the service at the 2021 AdviceTech.LIVE virtual conference.

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

Family discord and mental health struggles lead to unfortunate outcome.