Edelman Financial Engines brings on Steve Gaven as CFO and restructures its wealth planning leadership with several new hires ...

SEC's Hester Peirce, known as Crypto Mom, will join Regent University School of Law as associate professor in November ...

Sought-after advisors navigating the job market are increasingly drawn to firms offering equity, infrastructure and freedom ...

A type of IRA for children under age 18 ...

Why advisors must move beyond accumulation, numbers and traditional planning frameworks ...

Elite Consulting Partners' Frank DeRosa defends rising recruiter fees, arguing firms are finally paying correctly for ...

Private placement life insurance (PPLI) seems to be all the rage these days in wealth planning conversations. 1 As ...

Six Black advisors claim Edward Jones' client transfer policy systematically disadvantages them compared to white colleagues ...

Prometheum launches brokerage crypto access while SMAs and options-based products gain traction with wealth managers ...

Ben Domingue, founder and managing partner of Family Office Partners, breaks down why ultra-high-net-worth families ...

Farther announced a $150 million Series D round as the RIA reaches $23 billion in recruited assets since its 2019 founding ...

Each spouse, as grantor, creates a trust for the benefit of their spouse, children and future generations. The non-grantor ...