High net worth (HNW) investors are tough to pin down. The majority aren’t twenty-something...
Wealth Tech
Our industry talks a lot about professionalization, but when it comes to even the...
In my conversations with financial planning professionals, a common pain point that is brought...
An advisor duo out of Omaha, Neb. with about $605 million in managed advisory, brokerage...
More than half of family offices report recruiting challenges across roles in the last...
At the recent Notre Dame Tax and Estate Planning Institute, Lou Harrison of Harrison...
Wealthspire Advisors, a New York City-based registered investment advisory firm owned by global insurance...
The Financial Planning Association has elected Paul Brahim, a managing director and senior vice president...
The rules governing private foundations are extensive, but the thorniest restrictions are arguably those surrounding...
On the heels of a scathing expose by the New York Times last month,...