Wealthspire Advisors, a New York City-based registered investment advisory firm owned by global insurance brokerage NFP, has ...

In other words, people who steal sensitive client data aren’t usually hackers taking advantage of sophisticated exploits. It ...

Additionally, if someone loses a pension and they were counting on that as a large part of their retirement income, ...

Patrick “Pat” Ricketts and Mindy Helfrich of Vintage Financial Group have more than four decades of total industry experience and have worked together for more than 10 years.

The bottom line isn’t to predict what will be audited, but to understand that these days, anything could be audited.

The most complex requirements of the estate administration exception rules are that the transaction be done at FMV and that the PF receive an interest or expectancy at least as liquid as the one it ...

Family offices are relying more on salary increases and incentive compensation to compete for talent, according to a new survey by Morgan Stanley’s Single Family Office Advisory group.

Paul Brahim will take over as president-elect from Claudia Cypher Kane, who is succeeding current President James Lee on Jan. 1.

You likely started your career as a wealth advisor driven by the desire to make a difference in people's lives. Yet, as your business flourished, the relentless grind of operational tasks has taken ...

On the heels of a scathing expose by the New York Times last month, the Wildenstein family is once again making headlines as they return to French court to battle charges of tax fraud and money ...

A recent U.S. District Court decision considered whether penalties for disclosing a foreign bank account survives the death of the account’s owner ( U.S. v Gaynor, Case No.: 2:21-cv-382-JLB-KCD (Sept.

The TAMP also did not disclose conflicts related to custodial support payments; AssetMark will pay $18 million to settle the ...