The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of ...

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C ...

The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. 1, 2026. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million.

Listen as Teresa Hassara, Senior Vice President at Principal as she outlines the firm’s priorities for the future, including a strong focus on service excellence, discovering innovative solutions, and ...

Celebrating excellence in financial advisory, the 10th annual Wealth Management Industry Awards honored 84 companies and a ...

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

AI isn’t some distant, sci-fi robot uprising. While generative AI has captured our attention over the past year, machine ...

Banks and private credit lenders have been in tense competition to provide financing for what’s been a thin pipeline of ...

The abrupt firing this week of Dan Arnold, who took over as LPL's CEO in 2017 and once told the firm’s advisors that his ...

LPL Financial has recruited The Noble Group, an advisor team with about $2.1 billion in client assets, from Raymond James.

Kovitz Investment Group Partners, one of the “hub” firms into which Focus Financial is moving to consolidate the remaining ...

Investors should diversify internationally into a broader array of companies and consider high-quality business models with ...