Practice

Despite market volatility and regulation uncertainties, nearly half of family offices think that cryptocurrencies provide good investment opportunities.

Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.

Here's what happened over the last week in wealth management.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

David W. Schamens defrauded clients for $6.8 million in a Ponzi scheme despite being banned by the SEC decades earlier, according to investigators.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

Two studies point to significant barriers, including jargon and financial advisors who don’t take them seriously.

Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.