Author: narayan

OneDigital, the Atlanta-based insurance, talent and financial advisory firm with $151 billion in client assets across wealth and retirement plans,

For most RIA founders, selling a firm is rarely about just optimizing a financial return for the owner. This decision

For decades, advisors operated under the assumption that there was a single path to success—a defined route dominated by the

Orion is close to launching a new tax overlay technology that can address tax hazards or opportunities across households. The

The back-office automation provider Docupace made dual announcements today, including the appointment of Brian Filanowski as CEO and the acquisition

Last week, Edelman Financial Engines filed for a temporary restraining order against Prime Capital Financial, claiming the firm had poached

Ryan J. Szczepanik is a Principal with HARTOG, BAER & HAND in Orinda, Calif. Mr. Szczepanik is a California Certified Specialist

Paulina Mejia is National Fiduciary Counsel at Fiduciary Trust Company International and serves the firm’s largest clients, as well as

Ritholtz Wealth Management, an RIA with $7.6 billion in client assets, has filed with the SEC to launch its first

(Bloomberg) — Millions of private-sector workers without employer-sponsored retirement savings plans could gain access to new tax-advantaged plans similar to one in place for federal workers,