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

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

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

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

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

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

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 ...

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

As the regulatory landscape shifts in 2025, financial advisors must be prepared for the challenges and opportunities ahead.

A ranking of jurisdictions based on their asset protection statutes including the effect of the UVTA on these statutes.

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