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The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.
8h ago -
Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.
July 9 -
The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.
July 9GeoWealth -
Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.
July 8 -
Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8 -
A federal judge agrees with plaintiffs that the Federal Trade Commission lacks authority to set rules on unfair competition.
July 5 -
When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?
July 5Dimopoulos Bruggeman PC -
He owns the home. She pays half the mortgage. Is that fair?
July 3 -
David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.
July 3 -
Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.
July 3BCA Research