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

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

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 ...

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

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

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