The SEC found that after a merger, First Horizon did not properly follow its Regulation Best Interest procedure when making ...

Department of the Treasury finalized regulations (final regs) related to the basis consistency requirements under Internal ...

Many advisors may view AI as a silver bullet, one that will replace their back-office staff. But panelists at the Future ...

A new study by Foundation Source, Shaping Tomorrow: How Gen Z and Millennials View Charitable Giving, found that Gen Z and ...

Despite significant hardships, advisor Marissa Nehlsen offers a story of hope for others in pain, as she has yet to slow down ...

The Act aims to bolster affordable housing through significant federal investment. This legislation isn’t just a housing ...

Concurrent's Nate Lenz describes the firm's unique model for allowing advisors to thrive while maintaining their brand identity.

The emergence of decentralized unincorporated autonomous organizations.

Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer ...

Planned giving officers for charities, lawyers and other professionals who advise individuals who make significant gifts to ...

Charitable giving is one of the most rewarding experiences, both personally and professionally. Some of my most satisfying ...

Charitable giving through planned giving instruments, such as bequests, charitable gift annuities and life insurance ...