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Peapack-Gladstone's wealth unit is pursuing an ambitious de novo expansion in New York and perhaps elsewhere because M&A has become expensive as private equity money has inflated seller expectations.

Mark Higgins argues that more financial advisors and investors should be taking their cues from the past 200 years rather than the most recent decades.

Kristin Hull, founder of Nia Impact Capital, talks about the way forward for sustainable, solution-driven investing.

The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.

A CFP Board-commissioned survey found that the vast majority of retirement savers think fiduciary standards for rollovers are already in place or should be.

A Brazilian-American businessman who lives in Florida was charged with using Credit Suisse Group AG, UBS Group AG and other Swiss banks to hide more than $20 million in assets from U.S. tax authorities over 35 years.

Don't lose trust by relying on AI-driven, impersonal digital marketing blasts. Instead, win new clients and deepen existing relationships with these techniques.

The U.S. economy gained 275,000 jobs in February. That sounds like good news — but will it spook the Fed out of cutting interest rates?

The president's 2025 budget proposal aims to deliver more services, middle-class tax breaks and price controls funded through higher taxes on the wealthy and corporations.

With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?

President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.

Election year, pending tax legislation and a convergence of the wealth management and tax industries are shaping advisors' approaches to filing season.

Single women are poised to gain trillions of dollars in wealth by the end of the decade. Here's what financial advisors need to know about working with them.

A pair of former wealth managers contend they were yelled at and suffered other retribution after raising concerns about sharing clients' information without their knowledge.

Five experts shared insights on why Gen Zers defy stereotypes as the most recent data from the Fed displays their burgeoning net worth.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

The Fed reports that net worth increased by $11.6 trillion from 2022, or 8%, to $156.2 trillion.

Some companies are misrepresenting when food and wellness expenses can be paid for by FSAs, HSAs and other health spending plans.

President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.

One of the largest independent wealth management firms faces a big potential SEC judgment in a case that sheds light on industry revenue-sharing practices.