Estate planning specialist Alma Soongi Beck and law professor Jo Carillo discuss the legal battles surrounding Jim Thorpe’s ...

Succession planning can be as simple as recreating the retirement planning process you walk clients through every day.

Here are a few tips to be successful in the process: ...

Here are the most common “myths” that can prevent an advisor from fully optimizing their business: 1. Transition deals will ...

Bradley Knapp takes over for current CEO David C. Fulton, Jr., on Jan. 1, as part of a longstanding succession plan.

Also, Apex and Nasdaq collaborate on after-hours trading, intelliflo announces a year of updates and two advisortech hires.

The commission charged South Carolina-based former rep Eric Cobb with defrauding clients while working for SeaCrest Wealth ...

Sallie Krawcheck, an outspoken investing advocate for women, has stepped down as CEO of Ellevest for health reasons.

Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for ...

“M&A as the shiny object—that’s aspirational,” Kawal said. “Strategic is, you can clearly articulate your vision and strategy around why you want to do with M&A to begin with.” ...

The firm’s new report finds there is unmet demand among financial advisors for ETFs with alternative investment strategies.

Chicago-based Hightower’s investment in Dechtman Wealth Management is the firm’s sixth this year and follows its majority ...