We wanted to recognize the growing contribution of Rob Taylor, while at the same time more appropriately distribute portfolio management responsibilities, Herro said. Rob has made a significant long-term contribution to the success of our research effort. We believe this change demonstrates the strength and depth of our international team.
Advisors share the types of financial infidelity and secrecy they have seen in couples, and how they approached the money misbehavior.
In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising profession.
Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual trusts can backfire.
Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.
Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.
Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.
