Meanwhile, Jump and Zocks add a tax data provider and an estate planning platform to their still-expanding circle of AI integrations.
New analysis shows out-of-pocket medical bills are steadily chipping away at Social Security and other income sources.
Captrust is integrating a $2.4 billion high-net-worth team in Kansas as Beacon Pointe breaks past $62 billion with a hat trick of acquisitions.
His exit from the Council of Economic Advisers ends a rare dual role that had raised fresh questions about the Fed’s independence and the Trump administration’s grip on monetary policy.
Selloff grips legal tech and software names with investors reassessing software, private credit, and AI‑exposed holdings across public and private markets.
The experienced executive from Silverchair and Deloitte is stepping into a role overseeing initiatives to enhance the value of the CFP mark.
Regulator says St. Louis-based hybrid firm failed for years to supervise, retain, and produce thousands of business-related off-channel communications.
The Osaic network firms announce key expansions in the West and Midwestern US, with CWA's $849 million acquisition giving it additional footholds in Utah and Arizona.
EP Wealth has also acquired a socially conscious financial services firm in New Mexico, while Carson Group fully acquires another longtime partner in Atlanta.
Emotional land mines, old family dynamics, and unclear roles can deter and derail aging‑parent planning even for wealthy households.
