Practice

The wealth manager has opened more ways to affiliate with the firm by starting to tap M&A deals with a sizeable pipeline for more in the future.

Employees often ignore their 401(k)s when they change jobs, leaving valuable assets behind.

With succession plans fueling the industry’s continuing records in M&A deals, one firm is trying to address the challenge through its acquisition strategy.

Several of Cure’s staff have allegedly resigned since the comments came to light.

Federal prosecutors alleged James K. Couture had reached an agreement to sell a home in Cape Cod before the proceeds could go toward restitution.

Eileen Cure allegedly wrote in a Skype message that she is not prejudiced but she does not want to interview Black applicants.

The COVID-19 pandemic is taking some of the blame for the low scores.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

Financial advisor Alan Kodama’s team aligned with the No. 1 IBD as it reeled in $35 billion in recruited client assets in the second quarter.

The TAMP saw record quarterly inflows under new CEO Natalie Wolfsen, who has plans to make a splash in wealthtech M&A.