In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...

Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...

The growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more ...

Ginger Brennan recently retired after a 40 + year career in financial services most recently at Voya with a focus on ...

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...

Writers of television series and movies have decided that estate-planning issues make for good drama, and in some cases, even comedy.

Joe Anthony is President of Gregory FCA.

Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New ...

Read the latest expert commentary from Kevin W. Corbett, Managing Director, Corporate Development at Mariner, on ...

Explore upcoming and on-demand webinars covering the latest trends in fintech, business and growth planning strategies, investment strategies, compliance, client engagement, and more. Most webinars ...

Marguerite serves as chief operating officer of Wilmington Trust’s Emerald Family Office & Advisory, which provides a robust platform of strategic advisory services and solutions for successful ...

When it comes to changing jobs, transferring the licenses you hold to your new firm is typically a seamless task. Indeed, if you have a clean regulatory history, the transfer can typically be done ...