The Latest

A report by Advisor Growth Strategies delves into key concepts the dealmaking advisory firm says the industry doesn't discuss enough.

Crafting financial plans can be challenging when your client has more than one life partner. Here's how advisors can best serve people in throuples, polycules and other types of relationships.

Sandy Torchia is vice chair of talent and culture at KPMG.

Shaun is a director at Kotter, a global consulting firm that helps organizations achieve faster and more sustainable results through change leadership. With more than 15 years of experience in this field, Shaun has led large-scale transformation initiatives for clients across technology, aerospace, pharmaceuticals, and financial services industries, delivering measurable outcomes and lasting impact.

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

Benjamin Kluwgant is a director at Source Advisors  who is a state and local tax expert.

Eric Lapin is president of FormFree, a financial services company. Prior to FormFree, Lapin held leadership positions at Old Republic Title, Altisource, Black Knight, First American and Credit Suisse. For more information on FormFree, visit https://www.formfree.com/ or follow FormFree on LinkedIn.

A mother-to-be in Maine is expecting not only a baby but a generous gift from her father-in-law. How should she make the most of it?

The IPO of the new parent of PKS Investments ran into long delays. Here's why some see potential for success in a niche often associated with LPL.

Ippei Mizuhara and an alleged bookmaker are under criminal investigation by the Internal Revenue Service, the agency confirmed.