But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for ...

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their ...

New York City-based wealth manager Steward Partners has acquired Longbridge Wealth Advisors, a firm with $481 million in AUM ...

Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are ...

LPL Financial lost a $380 million AUA team to Cetera, while two RIA aggregators — Arax Investment Partners and Aspen Standard ...

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and ...

The expansion of the Qualified Small Business Stock program in the One Big Beautiful Bill Act makes a powerful tax-saving ...

Valuation experts caution that advisors selling their businesses put too much weight on EBITDA multiples and overlook many ...

Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even ...

A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment ...

AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing ...

One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A ...