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

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

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

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

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

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

Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has snagged a $1.3 billion wealth management team from Raymond James. Founding managing partners ...

Joe Anthony is President of Gregory FCA.

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