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The actress did not have a will, leaving a heavy burden on her 20-year old son Homer.

Echelon Partners delves into wealth management M&A with industry experts at its 10th Deals and Dealmakers Summit.

HUB International acquired Direct Advisors, a $600 million retirement plan consultant and third-party administrator in Latham, N.Y.

$120 million acquisition adds to Mercer’s home base in Denver.

The 990-T form involved in the incident is used by both tax-exempt groups and individuals with some retirement accounts invested in certain assets, including master limited partnerships and real-estate investment trusts.

Here’s why we should be so optimistic.

The more than 30 penalties include six public censures, one temporary bar, seven suspensions, 12 permanent bars and seven revocations.

The proposed $1.4b billion acquisition was to be the centerpiece of CEO Ralph Hamers' plans to broaden the focus of UBS beyond its traditional customer base.

Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here's what advisors themselves think about broadening their client portfolios.