In addition, 19% of Americans think the election will determine when they'll retire, and 55% of those who haven't retired ...

EP Wealth Advisors has announced its acquisition of Atlanta-based registered investment advisor firm CornerCap Investment ...

The firm has partnered with Legacy Capitals, which provides inheritance and wealth-transfer training, coaching and consulting ...

LPL Financial announced that it has opened a new home office in Tempe, Arizona.

Envestnet is planning to launch a new model marketplace for registered investment advisors in coming months. The marketplace ...

The Financial Industry Regulatory Authority has censured and fined a Florida-based broker-dealer for alleged violations of the Securities and Exchange Commission 's Regulation Best Interest in ...

Wealth firms are pushing asset managers to deliver more sophisticated tax-alpha reporting as advisors seek to justify fees, but these advanced reporting options are still offered by only a few ...

Estate planning platform wealth.com said it's completed a $30 million Series A funding round led by GV, formerly Google ...

Securities and Exchange Commission Chair Gary Gensler, who has been the target of criticism about his crypto stance and has ...

There are also some time-sensitive considerations. The estate tax exemption is set at $13.61 million per individual and ...

Edward Jones says it has rolled out numerous enhancements and expansions of its investment products to enable its roughly ...

Advisors Frank Devincentis, Craig Eyler and Molly Girard have joined Wells' FiNet independent channel, where they'll form ...