In a recent conversation hosted by the Austin Business Journal, four leaders from community banks across Central Texas ...

Thomas's firm invests in real assets such as farmland, timber and reinsurance. Using a disparate mix of alternative assets mitigates risk more effectively, because each type of alt is not only ...

The fraudulent "royalty payments" scheme, which involved $106 million in false tax deductions claimed over nearly a decade, ...

Boston-based Edelman Financial Engines has expanded its Michigan footprint with the acquisition of Portage-based Cahill ...

How Douglas Boneparth, CFP and President of Bone Fide Wealth, is talking to his millennial clients about the steps they can take to prepare for retirement.

Vanessa Garl, a 19-year veteran of the wealth management industry and current student in Columbia’s Master of Professional ...

Family and friends, along with financial advisors and planners, are the people U.S. adults turn to most for financial advice, ...

A financial advisor in Florida was sentenced today to eight years in federal prison for his role in a nearly decade-long ...

Irrevocable trusts are typically just that: locked from the minute they’re signed, virtually unchangeable. But sometimes a trust that’s been around for a long time needs to be adjusted to better fit ...

Christian Urbina, CFP®, CFA, President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC, understands this ...

Deeyana Tourserkani had a lot of ground to cover with her client in the 10-minute meeting — saving for the kids’ education, planning for retirement, picking the right life insurance policy. So, after ...