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Homrich Berg also acquires a $6.4 billion RIA and Hightower takes a stake in an $800 million advisory practice.

American households' net worth jumped by 2.9% in the third quarter of 2024, reaching $168.8 trillion — a new record.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.

Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates.

Scott Burnett and Peter Kelson, formerly of Zions Direct, plan to work mainly with public entities, corporations, foundations and endowments.

Jeremy Thielen, CPA, PFS, is general partner of tax and wealth strategies of Thielen & Associates Inc. 

A group of Republican lawmakers sent a letter to the incoming Trump administration asking it to end the IRS Direct File service via a day one executive order.

Michael Bannon is vice president of CSG Partners, a leading ESOP investment banking practice. Since joining CSG in 2017, he has advised middle-market clients on a range of employee ownership transactions, including leveraged ESOP formations, M&A, and plan recapitalizations. Reach him at mbannon@csgpartners.com. 

Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.