Wealth management

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

Mosaic Family Wealth helps, athletes, executive and entrepreneurs live a life of significance.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

Some 55 million workers are expected to benefit from myRA, a free, no-risk retirement saving plan for workers whose employers offer no 401(k) or similar plans; Plus, why women have half the retirement savings of men.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Just as robos seek to bring lower-income, self-directed investors into the advisory realm, the administration is looking to extend the retirement safety net through no-fee, no-risk savings plan.

Gifting has long been a favorite strategy in estate planning to reduce taxes, but tax changes in recent years means it might be time to reconsider when it's best to use it.

The newly recruited Wells Fargo team will operate as Cohonesto Financial.

Advisors gasped when they heard that the proposal requires firms to have a website revealing information previously considered confidential.

The benefits gained from technology should make the expense worth it.

The 10 largest retirement assets owned by white male CEOs amounted to $1.4 billion while those owned by female CEOs totaled only $277 million; Plus, the best places to retire abroad.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

A team with almost $1 million in production left the wirehouse to join the independent side of Raymond James.

“Owners of advisory firms don’t realize there’s a new school approach to succession planning,” – David Grau Jr., president and CEO of Succession Resource Group.

Brown Wealth Management Group, a former Wells Fargo-affiliated independent advisory firm, will focus on high-net-worth clients at LPL.

Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings.

Advisors can benefit only if they actually interact and then follow up.