Evergreen Wealth offers clients work with dedicated advisors who are backed by an AI-supported investment strategy.

Carson Group has acquired Shilanski & Associates, a family-run financial planning firm in Anchorage, Alaska, that manages about $436 million in client assets, according to a press release today.

“The percentage of affluent households who give charitably has declined over the last decade—alongside similar declines in the rates at which other Americans give,” Amir Pasic, the Eugene R. Tempel ...

DJ Totland and Christopher Meyer have affiliated with Harbor Lights Financial Group To Form Lighthouse Private Wealth.

Longevity is the new wildcard in wealth management. But it’s not just a risk—it’s a dividend. Advisors who help clients not only survive longer retirements but thrive in them will secure deeper ...

Available positions ticked up to 7.23 million from a revised 7.21 million reading in July, according to Bureau of Labor Statistics data published Tuesday. Openings have dropped from a peak in early ...

With proactive planning, we can help ensure the future of independent financial advice remains strong for generations to come.

Today’s ultra-high-net-worth (UHNW) clients expect more than investment management: they are looking for strategic insight, tailored service and a deep understanding of their financial and personal ...

Almost one of every five chief investment officers at US family offices make at least $1 million a year, the highest percentage worldwide, according to a report Tuesday from KPMG and recruitment firm ...

Alternative asset firm Ares Management Private Equity has agreed to take a “significant minority stake” in EP Wealth Advisors, a $40 billion RIA Torrance, Calif. EP Wealth said Los Angeles-based Ares ...

Proponents of the legislation argue that it would help alleviate the regulatory burdens for small advisor firms.

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...