Verdence/RIA+ will continue to offer outsourced investment management, with added services around succession, compliance and ...
Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.3 billion firm’s ...
Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella ...
The majority of donors restrict their gifts to charity, donor limits are favored under current law and there’s a harmful ...
Now, in a move to further curtail terrorism funding, the House has passed a bill, H.R. 6408, which would terminate the ...
Raymond James’ revolving door is busy this week, with one advisor departing the firm for LPL Financial, while another in ...
Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help ...
A transfer of property by one shareholder of a company to a corporation is a gift to the other shareholders unless it’s made ...
What if I sold my business to a purpose trust?” Advisors are hearing this question from their business-owning clients more ...
Axos Clearing, the clearing and custody arm of Axos Financial, has brought on Gil Addeo as senior vice president of business ...
(the CCA), the Internal Revenue Service concluded that the beneficiaries of an intentionally defective grantor trust (IDGT) made a taxable gift for federal gift tax purposes when they consented to a ...
MFS Investment Management has applied to create five actively managed exchange-traded funds spanning stocks and bonds, ...