Industry

See which industry leaders made the cut for this year's list.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

The order is for the Treasury Department to review rules that require mandatory distributions to begin when someone turns 70 1/2, and to make it easier for small businesses to offer 401(k) plans.

The RIA offers multiple income-oriented strategies and a proprietary asset allocation tool.

The move is intended to improve operational efficiency.

The move by the multi-generational practice stemmed from LPL’s self-clearing capabilities, one of the advisors says.

The policy had been under review after a federal appeals court vacated the fiduciary rule earlier this year.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.

The two advisors have already transferred about $160 million in client assets, according to their former employer.