The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg ...

In recent research, we wanted to examine how various asset classes have performed during periods of controlled inflation.

John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking ...

Younger generations are also more likely to use charitable giving vehicles such as charitable trusts, family foundations and ...

What is currently driving clients to seek guidance about estate planning? To find out, Trusts & Estates recently conducted an ...

(Bloomberg) -- Vice President Kamala Harris has gone silent on Democrats’ bid to tax unrealized investment gains — casting ...

Over the many years that I practiced, the popularity of the charitable remainder trust ebbed and flowed. Though always ...

Digital assets and social media fraud were frequently cited in the states’ investigations and enforcement actions in 2023, ...

The Internal Revenue Service has released Revenue Procedure 2024-40, which specifies t he annual inflation adjustments for ...

StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market ...

Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever.

Raymond James has recruited a team of five advisors to the firm’s employee advisor channel. The Williamsville, N.Y.-based ...