Author: narayan

You would think that the Great Wealth Transfer (GWT) would cause a serious rethinking, if not a jettisoning, of traditional

This new program could benefit public and private schools. Source link

Hightower Advisors, the Chicago-based mega-RIA with $326 billion in client assets, has hired a former BlackRock executive as head of

Since 2024, seniors across the United States have been defrauded of more than $1 billion, underscoring the growing sophistication of modern

Democratic lawmakers are pressing the Treasury Department on the decision to postpone (and possibly revamp) an anti-money laundering rule focused

Over half of financial advisors have a favorable view of the economy overall, while a third (35%) consider it “average.”

After the acquisition of SageView by Creative Planning, it’s worth reflecting on what it means for advisors and the entire

Aprio, an Atlanta-based business, advisory and accounting firm, is boosting its wealth management division by acquiring Mize CPAs, a Midwest-based

Rare are the acquisitive registered investment advisors who don’t have private equity backing these days. Industry data and insights firm

OneDigital, the Atlanta-based “tech-enabled” insurance, talent and financial advisory firm, has sold a majority stake in the business to Stone