Practice

The addition for Venture Visionary Partners grows its staff to 28 and total AUM to $3.7 billion.

Executives provided advisors an update. The company has separately said it cut more than 200 retail branches at the end of last month.

Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.

The average expense ratio for this group was more than 100 basis points.

The 40-advisor OSJ brings more than double the assets of any other new group unveiled across the IBD network in 2020.

Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.

With a new administration, the regulator has an opportunity to renew its focus on a key pillar of its mission.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.