Author: narayan

Estate planning tech platform Wealth.com recently announced the launch of a major expansion to its offerings—Wealth.com Tax Planning—which purports to

Max has launched Max Private, a suite of private banking and lending capabilities for large RIAs and high-growth advisory firms.

Arax Investment Partners, a $40B wealth management platform fresh off landing two advisors from Raymond James’ Alex. Brown, will be

The Securities and Exchange Commission said it has reached an agreement to settle charges against a Georgia-based advisor who allegedly

Aprio, an Atlanta-based business, advisory and accounting firm, has hired Courtney Holt as chief compliance officer for Aprio Wealth Management,

A Fort Lauderdale, Fla.-based advisor has been sentenced to 20 years in prison for a scheme to try and defraud

If someone in your area searches online for “financial advisor (your city),” you want to be the one they find.

I spend a lot of time listening to financial advisors and the teams that support them. There is a consistent

(Bloomberg) — KKR & Co. has agreed to acquire sports and secondaries investor Arctos Partners in a $1.4 billion deal,

In wealth management, success is often measured by assets, growth, or longevity. But there’s another measure that’s harder to quantify