Mercer also expanded in Portland with Thompson Advisory’s $260 million book, while Waverly picks up a $257 million Pennsylvania shop.
How thoughtful planning, gifting, and communication can make family wealth transfers more effective.
Permanent telehealth relief takes effect for 2025 plan years, with bronze and catastrophic marketplace plans becoming HSA‑compatible in 2026.
Retirement funds are being depleted by essential costs, but is that worse than other borrowing?
The self-regulator doesn’t cite recent GPB private placement fraud and GWG Holdings fraud in 2026 regulatory oversight report.
Investors in the Bluerock Total Income + Real Estate Fund should be ready for at least a slight hit once the company begins trading on December 16, according to a filing Monday with the SEC.
For advisors with business owner clients, the ability to unlock cost-effective liquidity from real estate assets could be a valuable tool.
Thomas Ruggie, ChFC®, CFP®, explains why thoughtfully selected alternative investments can strengthen a portfolio beyond the pursuit of higher returns. He explores how alternatives may add diversification, access niche opportunities like AI and space exploration, and provide psychological benefits by reducing day‑to‑day performance watching.
LIMRA projects full-year 2025 annuity sales projected to top $450 billion, with independent broker-dealers driving more than half of third-quarter sales in registered annuity products.
Self-regulator outlines emerging AI use cases at member firms, rising techn‑driven scams, and persistent supervisory weaknesses in marketing and annuity recommendations.
The mega-RIA and serial consolidator now has more than $131 billion in assets as it adds a veteran-led practice in the Midwest.
New research shows serial acquirers gaining massive ground while non-dealmakers fall behind.
New survey reveals doubts about financial readiness and fading excitement for retirement
Advisors urge new parents to sign up for the $1,000 Treasury bonus, but note that brokerage accounts, UTMAs and 529 plans remain more flexible and tax-efficient with larger contribution caps.
Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.
Thanks to splashy IPOs, fabulous inheritances, and slow-and-steady 401(k) saving, it seems being an affluent or ultra-rich individual doesn't carry the same elite status as it once did.
Six in 10 non-retired Gen Xers are just now realizing the urgency to get ready, with an even more overwhelming majority seeing soaring living costs as a barrier to a comfortable retirement.
The deal in Maryland adds a decades-old planning practice, led by a father-son tandem, to MAI Capital Management's network
Combs’ move to the banking giant's new Security and Resiliency Initiative reshapes leadership at Berkshire Hathaway as Warren Buffett's retirement draws near.
Client services will be broadened under the new partnership
