Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Several indicators seem to be signaling that a recession is near. A measure of consumer confidence fell to its lowest level ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

Premium finance represents a powerful solution for high-net-worth foreign nationals looking to preserve wealth while ...

Ring-fencing is a strategic mechanism to protect one's estate from risks such as family disputes, marital conflicts, or ...

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser (RIA) with a growing national footprint, ...

While the story of assets in flux has gotten a lot of attention in the media, the nuances of the great wealth transfer aren’t often noticed. For instance, research compiled by Edward Jones suggests ...

RBC Wealth Management's unique expertise, innovative solutions and client-centric approach make it the leader in private ...

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...

Panelists listed the following ingredients for a strong succession plan: • Integrate younger advisors into client relationships early. • Provide clear retirement timelines for senior advisors. • ...