Opto Investments, a private markets tech platform for wealth management firms, has launched a new tool called Planner.

The Van Halen story illustrates that true achievement is not solely rooted in talent but is also a product of relentless ...

Corient, the rebranded U.S. wealth management business of CI Financial, announced plans to acquire H.M. Payson & Co., a ...

An Ohio-based trio of advisors managing about $995 million joined Raymond James from Merrill Lynch, while Beacon Pointe ...

Begun in 2009, Cerity Partners has been minority backed by private equity firm Lightyear Capital since 2017 and ...

Technology is transforming the wealth management industry—not just by automating calculations and analysis, but by empowering ...

Before parents allow their children to get serious about any school, they should know what the university's net price would ...

Innovative trust law is the first of its kind in the country.

Every family journey is unique, but regardless of where they are in their evolution, there’s one thing all sophisticated ...

Banks have been central to the creation of credit for consumers and small businesses, driven by their ability to take in ...

Something’s got to give for compliance teams to effectively manage their snowballing workload and spiraling costs.

State legislatures have been very busy on several trust and estate-related fronts. Here’s an update on some key planning ...