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 ...

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

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

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients ...

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

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 ...

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar ...