Wealth Management Magazine
Adviser First Partners Blog
Court interpretations need to acknowledge the legality of same-sex marriages.
Charles A. Redd provides guidance on how careful trustees can proceed when terminating a trust.
With demand from investors growing, plan sponsors focus on their fiduciary duty
The post Advisers weigh risks of adding ESG to retirement plan menus appeared first on InvestmentNews.
The changes modernize private market rules and make it easier for small companies to obtain financing, according to SEC Chairman Jay Clayton
The post SEC eases rules for accessing private securities markets appeared first on InvestmentNews.
Robert F. Sharpe, Jr. and Heath R. Delay highlight appraisal issues that may arise when a client wants to gift real estate to charity.
The division will begin hosting online seminars on financial investment education and wealth literacy, and will bolster partnerships with Historically Black Colleges and Universities (HBCUs).
The division will begin hosting online seminars on financial investment education and wealth literacy, and will bolster partnerships with historically Black colleges and universities (HBCUs).
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.
Legal editor Anna Sulkin discusses this month's cover.
Wealthy clients are the fastest growing segment of the company’s retail division.
Wealthtech startups ReAllocate and Lifeworks collectively get close to $5 million in funding from financial advisors in Scratchworks' season finale.
Bernard Herold and Lantern Investments combine to form Herold & Lantern Investments
The post Two New York hybrids merge, creating $2 billion firm appeared first on InvestmentNews.
Based in Winter Park, Fla., WaterOak, now named Eaton Vance WaterOak Advisors, manages $2.3 billion in client assets.
When I started out, I had a policy that I would not work with any family, friends or neighbors
The post Building your firm without bugging friends and family appeared first on InvestmentNews.
Focus Financial arranged the transaction for Vestor, a partner firm
The post Vestor Capital to acquire local RIA managing $209 million appeared first on InvestmentNews.
In 2016, WealthManagement.com created a to-do list for then-President-Elect Donald Trump. With Election Day now upon us, let's look back on how the president fared.
This election cycle has had more than a few bad surprises, but my advice to clients remains the same.
Pennsylvania Real Estate Investment Trust and CBL & Associates Properties cited pandemic-induced pressures on their tenants and, in turn, themselves
The post Mall REITs dragged into bankruptcy by retail carnage appeared first on InvestmentNews.
Editor in Chief Susan R. Lipp discusses this month's issue.
What legal remedies and protections exist for disinherited spouses like Ocasek's wife, supermodel Paulina Porizkova?
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