Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios.

Buying Aspire Wealth Management and Fernwood Investment Management will add a combined $800 million to CW Advisors' platform.

A customized version called Apollo Allocation Pro aims to help advisors compare various public and private index portfolio ...

Kailash Duraiswami spent 2 1/2 years as an enterprise architect at Orion Advisor Services after that firm acquired his ...

Sponsored by Join Ken Burke, chief executive officer and president at High Falls Advisors, as he discusses how they offer a comprehensive suite of financial service including tax, estate planning, ...

Join Russ Norwood, chief executive officer at Venturi Wealth Management, discusses how they focus on serving high-net-worth individuals, particularly executives and founders of private companies.

Investing in employee development and mentorship.

Now the question is whether independent “purist” RPAs, touting their conflict-free business model as an advantage, can grow. The answer is likely the same, but the purist independents are now fighting ...

Ukraine offers investment opportunities beyond metals and energy. The country is rapidly becoming a leader in military technology, cybersecurity, AI-driven finance and urban redevelopment.

The recent turbulence surrounding the Corporate Transparency Act requires careful investment into financial stability to ensure companies remain compliant and prepared for the future.

When discussing what your clients might donate to charity, consider appreciated non-cash assets. Your client can always contribute cash, but appreciated non-cash assets held more than a year can help ...

Clients can donate both permanent life insurance (including whole life and universal life) and term life insurance to charity, but the donation options differ.