Portfolio

The practice opted for USA Financial after Jackson National sold National Planning's assets.

Advisory firms need private equity capital, but problematic strings may be attached.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

The advisor reportedly sold $48,500 worth of securities in a purported computer products wholesaler without disclosing the transactions to his then employer, J.P. Morgan Securities.

The partners took a different path than most in launching their own franchise practice.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

The move comes as part of a wider push to deepen the firm’s offerings across income-generating assets.

The group is the latest to join the boutique firm, which has been operating under new leadership.

Clients should consider the next market downturn as an opportunity to invest in stocks that are "on sale."