The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th ...

Financial therapy can aid next gen clients address all their initial and ongoing worries and is essential to winning and ...

Shaping Wealth founder Brian Portnoy discusses the concept of augmented humanity—the idea that technology doesn’t replace us but enhances our brilliance and creativity.

The two firms share office space and opted to move jointly. This is the latest of several teams to move from Osaic to ...

Through the years, the U.S. Tax Court has clarified the gift tax consequences of terminating qualified terminable interest ...

The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust.

RIA sentiment over the economy and the markets both jumped to their highest levels of the year in the wake of the ...

Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors.

Brian C. Smith, Executive Director with Eaton Vance, explains the benefits of Legacy Income Trusts as a charitable giving and ...

RFG Advisory's Shannon Spotswood and Abby Salameh share effective strategies for driving organic growth and tips for ...

In the time since the U.S. election, the collective response of the financial markets has been one of optimism. Equity ...

Throughout 2024, Zephyr Market Strategist Ryan Nauman has had the privilege of talking with some of the most influential and thought-provoking leaders in the wealth and investment management space.