At 17 years old, Michelle Begina found out her parents used her college fund to buy a yacht. The decisions she made after ...

Leadership education is a cornerstone of UHNW families aiming to achieve successful intergenerational transitions.

Lawmakers certainly have a lengthy to-do list, and the first 100 days will likely come and go in the blink of an eye. That ...

This is the third year I’ve published a life insurance agent’s to-do list. The list represents my humble attempt to suggest ways for agents to be more productive and effective in the year ahead.

Under the Setting Every Community Up for Retirement Enhancement Act, employer plans must make required minimum distributions to employees starting by the required beginning date and to beneficiaries ...

The firm has offices in Cedar Rapids and a second location in Las Vegas. The firm’s head said the decision was “our way of ...

Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...

Austin, Texas-based hybrid RIA Kestra Private Wealth Services, a subsidiary of Kestra Financial, has added Campus Private ...

Far too many advisors attempt to control every aspect of their practice in a vain effort somehow to deliver a better client ...

December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...

In Ukraine today, 450,000 hectares are contaminated by landmines. The Russian invaders sought to destroy Ukraine’s economy, ...

The Social Security Fairness Act will boost Social Security payments to more than 2.5 million retirees — some by as much as ...