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

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

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

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

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

Joe Anthony is President of Gregory FCA.

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

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

The legal fracas between Edelman Financial Engines and Mariner Wealth Advisors shows no sign of abating, as the rivals are pushing the judge to rule in their favor before trial while each tries to ...

Asset managers and advisors converged in Los Angeles this week for the fourth annual CAIS Summit—a conference that brings together many of the alternative investment platform’s users. It also serves ...

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the five most ...

The platform digitizes some of the private market investment processes and helps match investors with curated investments “while leveraging blockchain and asset tokenization to enhance transparency, ...