A group of former executives from Affiliated Managers Group have launched Wealth Partners Capital Group with investments in three established RIAs looking to acquire other firms.
Leading attorneys in elder law and special-needs planning analyze some current proposals.
Pseudonymity has always been a big part of the market’s allure.
Jay-Z imparts financial wisdom, AssetMark helps advisors serve HNW clients and Bernard Health will provide its services through financial advisors.
What we know and don’t know so far.
Tax Court finds that donor didn’t give up dominion and control
Charities and financial advisors shouldn't compete. Here's how they can work together more effectively to realize maximum benefits for all.
Motivated more by purpose than profits, “Survivor” clients may resist logical advice about how to curb stock market losses.
The current regulatory environment has led many investors, including family offices, to embrace outsourcing.
In honor of Independence Day, here is a look at the last wills of the nation's founding fathers.
