In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...

The growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more ...

Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...

Ginger Brennan recently retired after a 40 + year career in financial services most recently at Voya with a focus on ...

Writers of television series and movies have decided that estate-planning issues make for good drama, and in some cases, even comedy.

Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has snagged a $1.3 billion wealth management team from Raymond James. Founding managing partners ...

Marissa is a partner at Dungey Dougherty PLLC, practicing out of Greenwich, Connecticut and New York City. She focuses on tax and estate planning for high-net-worth individuals and their families.

Read the latest expert commentary from Kevin W. Corbett, Managing Director, Corporate Development at Mariner, on ...

Explore upcoming and on-demand webinars covering the latest trends in fintech, business and growth planning strategies, investment strategies, compliance, client engagement, and more. Most webinars ...

Long Beach, Calif.-based RIA firm Halbert Hargrove has existed since the Great Depression and has seen every kind of market cycle since its founding in 1933. Its focus, according to co-CIO Brian ...

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014, will ...