Merit Financial Advisors acquired Moldenhauer & Associates, a New York wealth management firm with $1.1 billion in client ...

Summit Financial’s Stan Gregor explains why the firm paused recruiting for three years to rebuild its technology and advisor ...

Alto will gain over 60,000 self-directed IRA accounts and expand its private market retirement investing platform ...

Indexed universal life policies often show attractive retirement income, but underlying assumptions may not reflect reality ...

Fidelity pegs the number of advisors that will have to leave its platform by June 2027 as less than 1% of its total clearing ...

Gen Z and millennial donors support more causes and use diverse giving methods, but older generations doubt their readiness ...

Union chief Dave Regan campaigns for Proposition 40 despite opposition from tech billionaires and Governor Gavin Newsom ...

M1 has launched an AI financial advisor that operates under fiduciary duty and is free for clients through 2027 ...

Discussion on how mid-term election results may affect estate planning and what they may portend for estate planners.

Family budgets in New Jersey suburbs now grow faster than in Manhattan, eroding the traditional cost advantage of suburban ...

Some savers are betting tax rates will rise and want more control over investments before they turn 59.5 years old ...

Ovi Vitas will bring experience from Marriott, Reebok, and EA Sports to help Creative Planning continue to grow an ...