Modern Wealth Management, a private equity-backed registered investment advisory launched last year by former United Capital ...

The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.

Over the many years that I practiced, the popularity of the charitable remainder trust ebbed and flowed. Though always ...

The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg ...

Younger generations are also more likely to use charitable giving vehicles such as charitable trusts, family foundations and ...

John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking ...

What is currently driving clients to seek guidance about estate planning? To find out, Trusts & Estates recently conducted an ...

Digital assets and social media fraud were frequently cited in the states’ investigations and enforcement actions in 2023, ...

In recent research, we wanted to examine how various asset classes have performed during periods of controlled inflation.

(Bloomberg) -- Vice President Kamala Harris has gone silent on Democrats’ bid to tax unrealized investment gains — casting ...

Global alternative asset manager Apollo has launched two products aimed at giving wealthy investors access to multi-asset secondaries. The products include the Apollo S3 Private Markets Fund (ASPM ...

The Internal Revenue Service has released Revenue Procedure 2024-40, which specifies t he annual inflation adjustments for ...