Author: narayan

Notice 2026-13 makes changes to reflect recent legislation. Source link

  David A. Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP.  David is

Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital lifted out the wealth management business of accounting

Collaborative Capital Advisors, a $382 million multi-family office based in New York, has hired former Wealthspire Chief Investment Officer Michael

In their presentation, “SLATs – Third Wheel (or Third Rail!) of Planning for Married and Divorcing Couples: Ethical, Practical, and

How do advisory firms continue growing once scale introduces complexity? What does it take to build a structure that supports

Merit Financial Advisors, an acquisitive registered investment advisor based in Atlanta, is looking to bolster both inorganic and organic growth

A team of advisors in Chicago has left Raymond James & Associates, the firm’s employee channel, to launch their own

This week’s financial headlines were dominated by a relatively strong showing by the wirehouses and big investment banks, including in

LPL Financial, the San Diego-headquartered independent broker/dealer with servicing and custody of about $2.3 trillion in brokerage and advisory assets,