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Rachita Nahata is the AVP, Underwriting for Xceedance. She can be reached for further information or comment via email at rachita.nahata@xceedance.com.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

Eighty-nine percent of millennials and 59% of Gen Xers say they are open to their advisors following them on social media platforms.

The new funds mark the startup’s latest foray into traditional wealth management.

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.

Key tips for navigating the regulatory landscape.

The firm has brought on 200 advisors since 2015.

Procure Holdings’ intergalactic foray is part of a broader industrywide push into so-called thematic funds.