Author: narayan

(Bloomberg Opinion) — That leveraged single-stock exchange-traded funds will eventually maul the retail investors who love them is, by now,

Mercer Global Advisors is suing a former employee, alleging she stole confidential client information in their move to a competitor

While a prenuptial agreement is often misunderstood as a document that anticipates divorce, it should be viewed as a thoughtful

Estate-planning attorneys often hear some version of the same request: “We just want something simple.” The request makes sense. Clients

Over the years as an attorney, I’ve worked with a lot of businesses. Many of these have been family-run and

Recorded on location at the Wealth Management Edge conference, Zephyr’s Adjusted for Risk podcast features Jim Dickson, CEO and founder

A Washington-based woman pleaded guilty to impersonating a financial advisor in a scheme that defrauded at least 28 victims of

What’s in a custodian’s name? When you’re an advisor working with upper-high-net-worth clients considering a move to independence, it may

Hightower Advisors, the Chicago-based registered investment advisor with more than $350 billion in client assets, has added three firms, Private

Aspen Standard Wealth, a New York-based holding company that takes majority stakes in registered investment advisors, has acquired a wealth