Blogs, email accounts are among the items making their way into estate plans these days.
Robert Mitchell and his team will open an office for the firm in Greensboro, North Carolina.
The 67 deals announced in the first three months of the year mark the second busiest quarter on record, but the data points to less activity over the remainder of the year.
Advisers can play a big part in whether clients use impact investments, survey finds.
The Labor Department gave the Swiss bank's affiliates a one-year extension of a key designation that allows them to manage U.S. pension funds, but says it will look at whether to revoke that due to the bank's misconduct.
New (and confusing) IRS rules about required minimum distributions raise new questions for advisers.
Many planners support the strategic intiatives, such as an awareness campaign and diversity effort, the higher fee will fund. Others caution the more expensive mark could cause some pain.
Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.
The SEC's probe of GWG spilled over to include the sales practices of some of the 145 broker-dealers that sold the bonds, according to bankruptcy filings.
Aspire Holdings will hold the firm’s investments in RIAs as it pursues a plan to invest up to $300 million in the sector.
Upon completion of the modules within the platform, called UniFi by CAIA, participants will earn microcredentials.
The three-person team in Santa Barbara, California, is led by Antonia LaRocca and operates as Saige Private Wealth.
Chad Keeler, Brock Rouch set up Platte River Private Wealth in Casper, Wyoming.
The market has been anticipating the move for more than two weeks; the company has struggled of late and repeatedly missed the deadline to file audited financial statements in the past couple of years.
Here are the four options that provide the highest level of freedom and control for advisers managing more than $500 million.
The transaction is expected to close in the second quarter, with Redtail CEO Brian McLaughlin becoming president of Orion.
Schwab study shows the YOLO generation is beating boomers when it comes to starting and stuffing their 401(k)s.
Team of paraplanners will gather data and input it into planning software to provide financial plans for advisers' clients.
With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.
Only small fractions of workers took withdrawals from or stopped contributing to their company plans last year, according to an Investment Company Institute study.
