Mike LaMena, discusses the importance of educating young people about career paths in the wealth management industry.

Eamon Verdone, discusses the areas partners and sellers should be sure to examine when considering a merger or acquisition.

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 ...

Joy Matak is a partner at Avelino Law LLP.

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

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 ...

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

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

Patrick Donachie is a senior reporter for WealthManagement.com, covering federal and state regulation, litigation and M&A deals in financial services. Patrick was born in Staten Island, and now lives ...

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

Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) in New York, NY and of the Alaska, California and New York Bars. He is ...