Despite market volatility represented by the recent declines, Chris McMahon, president and CEO of Aquinas Wealth Advisors, is optimistic about the coming few months for investors.

The valuations for RIA firms went up last year, and smaller firms are getting more of a day in the sun, according to a new report from Advisor Growth Strategies, a Phoenix-based consulting firm for ...

Jon Hayes, CSC co-founder, will join MAI as senior wealth advisor, managing director and his CSC colleague, Tim Hightower, will join as wealth specialist and senior associate, according to a news ...

Mercer Global Advisors has added nearly $900 million in client assets and established a foothold in Kentucky with the acquisitions of two practices.

“Many are worried about delays in response times and processing, which can impact everything from refunds to audits to tax strategy planning,” added Duncan Campbell, principal and a leader of Baker ...

The shift is leading to a pickup in transactions. The HousingWire data show that pending home sales just recently began showing a year-over-year increase after running below last year’s pace in ...

Panelists listed the following ingredients for a strong succession plan: • Integrate younger advisors into client relationships early. • Provide clear retirement timelines for senior advisors. • ...

As increasing fear of inflation and stagflation continue to roil U.S. markets, global asset manager Janus Henderson Investors is pointing investors to non-U.S. equities in sectors such as healthcare, ...

The bank’s stock has advanced more than 140% since Solomon’s tenure as CEO began in 2018, outperforming the broader S&P 500 Index. The value of the new incentives are based on the stock’s price in ...

Robert Laura is a pioneer in the psychology or retirement and recognized industry thought leader. He is the founder of The Wealth & Wellness Group and the Retirement Coaches Association, as well as ...

Jefferey Biederman Jr. and Andrew Burns, co-founders of Biederman Burns Wealth Management of Raymond James, join Raymond James & Associates (RJA) in Huntington. They, along with support staffers ...

US families are increasingly buying homes to house members of multiple generations. A record 17% of home purchases last year were “multigenerational” properties, up from 11% in 2021 and the highest ...