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Signs point to yes, say our columnists, who note that COVID-19 pandemic conditions have proved a boon to the firms and M&A activity.

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.

Intercontinental Wealth Advisors this week announced a partnership and sponsorship with UTSA standout Rashad Wisdom. But his connection with the firm is much deeper than that.

The wirehouse’s compensation system will see small changes as brokerages confront their recruiting and retention challenges.

Caitlin Waters is a consultant for CBIZ Employee Benefits.

Technology gives investors more opportunity to diversify than ever, but experts worry about exotic strategies in IRAs.

SBA lenders remain the most common source of capital, but there is a conventional and increasingly popular option.

For decades, a top spot at Goldman Sachs was seen as the pinnacle of money and power. But in today’s era of hyper-wealth creation, the bank’s most senior leaders have come to believe they’re not getting paid enough.

Uriel Eldan is the head of international expansion for Omnipresent.

The case revolved around unit investment trusts, the same product that later showed up in a major SEC enforcement action against the brokerage.