Wealth Management
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Wealth Management publication is the digital resource of all things wealth management for financial advisors and estate planning professionals. Over 435,000 financial advisors and wealth professionals rely on Wealth Management information, editorial insight, and analysis to assist them in their client activities to improve practice management and gathering of assets. It also provides expert..
Wealth Management
3h ago
Caz Craffy faces 20 years in prison for using his position as an Army Financial Counselor to invest survivors’ benefits in firms where he worked, according to the DOJ ..read more
Wealth Management
3h ago
Deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage ..read more
Wealth Management
3h ago
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue ..read more
Wealth Management
5h ago
Practitioners are well-aware that lifetime gifts are more tax-efficient than transfers at death. But during the past seven years there's been a possibility that the estate tax might be permanently repealed, so it's been out of vogue for practitioners to advise clients to make taxable gifts that exceed the lifetime gift exemption and require tax payments ..read more
Wealth Management
5h ago
Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm ..read more
Wealth Management
20h ago
From Telemus Capital, Matt Dmytryszyn's resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray ..read more
Wealth Management
20h ago
Edelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors ..read more
Wealth Management
1d ago
It waives excise tax for failure to take RMDS for 2024 for certain accounts ..read more
Wealth Management
1d ago
Monaco Capital and Saling Simms have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year ..read more