Empower, the second-largest U.S. retirement plan provider, added alternative asset manager giant Blackstone to its private ...

IRS Private Letter Ruling 202550004 addresses tax implications when charitable trust distributes all assets to private ...

Stan Kroenke tops US landowner rankings with 2.7M acres after buying 937K acres of New Mexico ranchland for undisclosed price ...

BlackRock survey reveals advisors focus on estate planning, but overlook tax planning when working with high-net-worth ...

Careful drafting and attention to entity type and characterization can help avoid unintended consequences.

Pisces Wealth and Hillside Wealth join Integrated from Keating Financial Advisory Services, an RIA that broke away from ...

Bank of America Merrill Lynch and Wells Fargo wealth divisions see 10% revenue growth as firms target high-net-worth clients ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

Expertise in five critical dimensions is necessary.

JPMorgan seeks restraining order against ex-advisor Kevin Sercia for allegedly soliciting clients after joining LPL Financial ...

Professionally managed assets in the U.S. hit a record $73.7 trillion, with the retail channel nearing a return to recent ...

M Global Partner, an asset management network operating in the U.S. and Europe, has sold an RIA it acquired in 2021 to Beacon ...