The transaction is expected to close in the year’s fourth quarter. The Goldman Sachs Group Inc. announced the sale of its United Capital Financial Partners Inc. division to Creative Planning LLC, the ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

The Solano County Board of Supervisors voted 3-2 to retain the county’s current financial management structure at its Tuesday meeting, rejecting a proposal that could have consolidated some financial ...

SCRANTON — Debt restructuring, borrowing, a significant tax increase and other strategic moves helped Lackawanna County overcome a cash crisis last year and establish sturdier fiscal footing entering ...

For the second time since 2019, the city of Erie could be getting state help to create a long-range financial management plan. Erie City Council on May 21 approved a resolution that allows Mayor Joe ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...

In the world of wealth management, it seems like everyone wants to work at an RIA. In recent years, there's been a mass movement of financial advisors away from wirehouses and other brokerages and ...