Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

If you are a business owner, you may have heard about the looming “sunset” of the federal gift and estate tax exemption. Unless Congress acts, the current lifetime exemption amount (which is ...

Couple with their investment agent in a meeting.

It isn’t every day that a Tax Court decision addresses three common estate-planning and administration techniques in a single case and even less common for there to be nothing but good news.

Couple with their investment agent in a meeting.

Couple with their investment agent in a meeting.

Couple with their investment agent in a meeting.

Couple with their investment agent in a meeting.

Couple with their investment agent in a meeting.

Recordkeeping-as-a-service firm Vestwell landed a $70 million Series C funding round that has founder and CEO Aaron Schumm describing “a very clear line of sight to be a multi-billion-dollar ...

Couple with their investment agent in a meeting.

Registered investment advisors announced more than $18.8 billion in transacted assets this week, an indication that M&A in the space has not slowed as much as some predicted. Lazard Asset ...