At Women Advisor Summit, Summit Place’s Liz Miller will offer key steps to advisor success
Liz Miller, president and founder of Summit Place Financial Advisors. Summit Place Financial Advisors President and Founder Liz…
$5B Trilogy Adds $1B RIA Specializing in Aviation Workers
Trilogy Capital, a hybrid registered investment advisor based in Irvine, Calif., has struck its largest deal of the…
Five Things Every RIA Owner Must Know About Partner Buy-Ins
You’ve built a thriving practice. Your successor is sitting 10 feet away, ready to take the reins. But…
At 66, Here’s Exactly How Much You Need Invested to Collect $6,550 a Month for Life
The amount of capital a 66-year-old actually needs to retire on $6,550 a month swings by more than…
Howland Capital Management is CNBC’s No. 1 financial advisor
Charlie Clapp, co-chair of Howland Capital Management Courtesy: Charlie Clapp Charlie Clapp, co-chair of Howland Capital Management —…
Why retirees are going back to work
After decades of working, many retirees plan to ride off into the sunset and finally enjoy some free…
Four Practices Bring $1B to Newly Formed Ascentis Independent
Ascentis Independent Advisors, a relatively new Dallas-based registered investment advisor platform owned by Ascentis Wealth Holdings, has added…
Best financial advisors of 2026: CNBC Financial Advisor 100
Morsa Images | E+ | Getty Images To prepare the 2026 list, CNBC worked with AccuPoint Solutions, a…
SPLITs are the new financial power couple—two incomes, no kids yet and no joint bank account
DINKs have been having a moment. Child-free millennials have spent the last few years flaunting champagne breakfasts and…
The Case for Conservative: Insights from Urs Brutsch
For independent wealth managers that deliberately resist being everything to every client, the competitive logic differs from that…
Will solicitor bought dead woman’s house then tried to sell it for £0.5m profit, court told – Brighton and Hove News
A Rottingdean solicitor tasked with dealing with an elderly woman’s estate bought her house himself then agreed to…
EPFO wage ceiling hiked to ₹25,000: Likely enhancements in social security coverage — pension, insurance, explained
The Cabinet last month raised the wage ceiling eligibility for Employees Provident Fund (EPF) coverage by ₹10,000, from…