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 ...

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 ...

We focus solely on using the tax code as a revenue source. Furthermore, our extensive industry and design experience enables us to offer more to our clients. Prince: Could you provide us with a few ...

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 ...

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 ...

The bond manager is warning that President Donald Trump’s aggressive trade, cost-cutting and immigration policies stand to slow the world’s biggest economy by more than previously expected, hurting ...