Opto Investments, a private markets wealth tech platform, has added EP Wealth Advisors, a national RIA with $26.2 billion in ...

Due to the successful launches of Bitcoin and Ether ETFs, asset managers are eyeing funds that track smaller cryptocurrencies ...

Synapse Financial's collapse has caused a ripple effect within the fintech industry, due to the roughly 20 banks and 100 ...

The Wichita-based advisors are launching Air Capital Wealth Management by affiliating with LPL Strategic Wealth Services.

The results of the presidential and congressional elections will impact future tax policy, though it’s impossible to predict ...

Wholesaler Matthew Newman was diagnosed with brain cancer at age 39, and now he sees life through a new set of lenses.

All too often, the first issues that arise after a loved one dies are disputes about their funeral and burial arrangements.

The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.

The recent case of Estate of Fields v. Commissioner, T.C. 2024-90 (Tax Ct. 9-26-24), provides a textbook example of a bad-facts family limited partnership (FLP) that caused estate tax inclusion of the ...

Discover how special needs planning is becoming essential for advisors to support families and expand their practice in this insightful discussion.

The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut ...

Concourse Financial Group Securities will bring over 350 financial professionals overseeing about $4 billion in AUM to Cetera ...