Insights on creating sustainable RIA partnerships that benefit clients, empower teams and allow owners to maintain autonomy ...

Four former wirehouse advisors share candid stories about their transition to independence, client retention fears, and ...

In a client satisfaction survey of digital wealth platforms, J.D. Power finds that advised and DIY investors like working ...

Citizens continues to notch recruiting wins, particularly in Southern California, in an effort to bolster its private wealth ...

SEC actions against public companies dropped 30% in FY 2025, with 93% occurring before Gary Gensler's departure.

Can the Family Wealth Governance Policy System (the GPS) serve as a tool to lower family conflict? Recognizing that while ...

Learn how the Nelson case validates tiered discounts in complex ownership structures, creating new tax efficiency for wealthy ...

Charitable tax planning requires time, especially with OBBB changes coming in 2026. Beware of questionable giving vehicles ...

As to the problem of revocable trusts, there’s none, provided: (1) every “I” is dotted and “T” is crossed in funding and ...

The increase in litigation has placed fiduciaries at greater personal and financial risk.

Sapient Capital continues its recruitment drive by hiring Joshua Mandelbaum from J.P. Morgan, where he managed over $1 ...

The article, “Taxing Dynasties,” written by two law professors and an in-house executive from an advocacy organization, is ...