Industry

The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.

Outgoing CEO James Gorman said Tuesday that he sees the firm reaching $20 trillion in 14 years.

The hybrid RIA is "out of the woods" after completing its giant custodial and brokerage transition in recent months, CEO Nate Lenz tells FP.

The pair of wealth management executives discussed how trends they've unearthed in their first 100 days will exercise great influence on the firm's future plans.

Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.

Though qualified small business stock comes with extremely significant tax benefits, many advisors aren't putting them to work on behalf of their clients.

The firm's Wealth at Work division delivered strong results while the private bank stumbled.

The incoming multifamily office will push Pathstone above the$100 billion milestone in client assets under advisement.

The Wealth Consulting Group made its first acquisition since the deal that launched its hybrid RIA seven years ago.

After substantial expansion under two earlier outside investors, the hybrid RIA is targeting double-digit gains with a new strategic partner.