President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from ...

Merchant Investment Management takes minority stakes in two RIAs as it expands its network of independent advisory firms ...

An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from ...

Trucordia has acquired Global Financial & Insurance Services, an insurance and financial services firm based in Irving, Texas ...

Raymond James is scaling its fintech and wealth management footprint with a new partnership, signaling continued momentum in ...

Avant’s executive leadership, including Ian Kieninger, co-founder and CEO, and Drew Lydecker, co-founder and president, will retain significant ownership and continue overseeing the company’s ...

Certified public accountants (CPAs) can leverage agentic AI to help streamline their workflows and save more time. This tech ...

There was a time when Mark Felton put together a financial plan the old-fashioned way: With spreadsheets. The 59-year-old ...

Leaders who fail to adapt to higher interest rates risk being squeezed by rising debt service costs, which can cripple ...

Global Financial & Insurance assists individuals, families and businesses with a variety of insurance and financial offerings ...

“Financial institutions and investment advisors are incorporating philanthropy into those financial plans,” Robinson says.

Tax advisory firm Andersen Group said on Tuesday it raised $176 million in its U.S. initial public offering, as the 2025 IPO ...