Portfolio

New research compiled by consulting firm Aite-Novarica Group reveals how dually-registered and fee-only firms diverge in business model and clientele.

The credit union is working with CUSO Financial Services, a unit of Atria Wealth Solutions, to add secure document uploading and other features to its website.

While every firm has unique needs, there are several common paths to take.

Bitcoin and the like may be the future, but right now the tax landscape is complicated.

Instead of trying to tax diversify between traditional and Roth retirement accounts, taxpayers can consider trying to ‘Roth optimize’ exactly when to add dollars to tax-free Roth accounts.

The country's biggest financial companies are well represented in the ranking. Citigroup leads the way, followed by JPMorgan Chase and Bank of America.

The PE-backed consolidators picked up firms with a combined $6.7 billion in client assets as high valuations and expansion plans bring sellers to the table.

An ex-executive with a firm acquired by the network three years earlier will lead FSC Securities as it seeks to grow in a competitive industry.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.