Edgar Morales of The Pinnacle Group breaks down how RIAs can achieve organic growth by rediscovering and retelling their unique stories. He explains why real marketing isn’t about slick ...

Lido Advisors, a Los Angeles-based RIA with $29 billion in client assets, has acquired BluePointe Capital Management, a Menlo Park, Calif.-based firm with $870 million in AUM. BluePointe, a fee ...

EP Wealth Advisors, the Torrance, Calif.-based fee-only registered investment advisor with $31 billion in assets, has made its fourth acquisition of the year with a Fort Wright, Ky.-based RIA ...

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 ...

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.

Trust laws have been changed in recent years to add many flexible and progressive statutes, creating the ability to have directed trusts, long-term or dynasty trusts, self-settled asset protection ...

As private credit markets continue to expand, investors are seeking new opportunities beyond traditional direct lending. This white paper examines the growth and evolution of private credit ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

A financial advisor who’d previously been barred from the securities industry was convicted last week for his role in a scheme that defrauded more than 300 investors out of more than $25 million.

Torrance, Calif.-based EP Wealth Advisors has added a $660 million registered investment advisor in its home state with the acquisition of Peninsula Wealth. Peninsula Wealth has been in the Bay ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Join Tim Goodwin, Senior Wealth Advisor and Founder at Goodwin Investment Advisory, as he describes how they are a fee-only financial advisory firm located in Woodstock, Georgia. At Goodwin ...