Larry Swedroe is a consultant and has authored or co-authored 18 books on investing. His latest is Enrich Your Future.

In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...

The growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more ...

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...

Ginger Brennan recently retired after a 40 + year career in financial services most recently at Voya with a focus on ...

Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...

Byron Carlock joined PricewaterhouseCoopers as the firm’s U.S. real estate practice leader in 2012. Previously, he spent 11 years with CNL Financial Group, where he served for seven years as CEO and ...

Read the latest expert commentary from Kevin W. Corbett, Managing Director, Corporate Development at Mariner, on ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the past 15 ...

Estate Planning in a New Political Era: The 2025 Playbook, Wednesday, February 26, 2025 at 2:00 PM Eastern Standard Time ...

Explore the latest news and expert commentary on High Net Worth, brought to you by the editors of WealthManagement.com ...

Writers of television series and movies have decided that estate-planning issues make for good drama, and in some cases, even comedy.