A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.
Michael Nathanson will replace interim chief Dan Glaser but remain the chief of The Colony Group as the RIA aggregator consolidates its ranks out of the public eye.
The text reveals why agency officials believe it's necessary, how it will work in practice, how much it will cost and how it responded to criticism.
Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.
New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.
Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers.