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The firm reported $90.8 billion of total net new assets in the quarter, an 88% increase on the same period a year ago.
October 15
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Zoë Martin is an associate in Davis Malm's divorce and family law practice group.
She focuses on complex custody, parenting and support matters, modifications and division of substantial assets of various forms.
October 14
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Carolyn Van Tine is a divorce and family law attorney at Davis Malm in Boston.
Her practice encompasses family law matters including divorce, separation, custody, parenting plans, child support, alimony, asset division, pre- and postnuptial agreements, parental relocation, paternity, modification, probate litigation, restraining orders and grandparents' rights. Her clients include professional athletes and celebrities involved in divorce and custody disputes.
October 14
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JPMorgan reported a gain in net interest income for the third quarter, surprising many analysts.
October 14
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Third-quarter results from Wells Fargo surpassed most analysts' expectations, thanks to surging investment-banking fees.
October 14
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The week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm Dynasty.
October 11
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The top award winners cap off Financial Planning's inaugural Innovation Award series.
October 10
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The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
October 10
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With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.
October 10
