The Latest

Matthew Mittelsteadt is a visiting research fellow at the Mercatus Center at George Mason University.

Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.

Unlocking wealth from investment properties and using a "six-month nudge" strategy to delay claiming Social Security benefits are just two ways advisors are helping clients with retirement planning.

There are several opportunities for a workforce to upskill and reskill, and create added value for employers and employees alike.

Tony Gales, CPA, has nearly 30 years of public accounting experience and is a tax partner in BPM's Long Beach office. He helps untangle the intricacies of federal tax laws to uncover and plan for tax opportunities that clients can use to achieve their financial goals.

A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.

Plus, Flourish leadership changes and a new SMArtX Advisory Solutions partnership.

John Staub, director of outreach at Remodel Health, explains how the Inflation Reduction Act will impact U.S. healthcare costs.

An innovative hybrid firm's new brokerage displays how the industry is placing advisory business at the center of its well-financed plans for the future.