Focus Financial to Merge Atlanta-Based Wealth Shop With Colony Group
By John ManganaroThis and other recent deals have pushed The Colony Group's assets to about $110 billion.
July 19, 2024
IRS Releases Final RMD Regs on 10-Year RuleThe final rules make "retirement accounts (even more) insanely complicated," said Ben Henry-Moreland of Kitces.com.
July 18, 2024
Most Americans Think There's a 'Retirement Crisis' — But Not for ThemselvesIn a new survey, many said the U.S. was facing a crisis while also feeling OK about their own situations.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 18, 2024
Goldman's Top Stock Analyst Is Waiting for AI Bubble to BurstIt happened with dot-com companies in the late 1990s and more recently with cryptocurrencies, says Jim Covello.
July 18, 2024
With Secure 2.0, Saver's Credit Set for Valuable UpgradeThe direct matching contribution is expected to reach a wider group of taxpayers planning for retirement.
July 18, 2024
Morgan Stanley Rep Violated Reg BI With ETF Sales: FINRAThe rep purchased products with sales charges that clients wouldn't have had to pay in advisory accounts, FINRA says.
July 18, 2024
Fed Prepares for September Cut as Powell Shifts Focus to JobsBut Fed officials still want to see price numbers trending down toward their 2% annual inflation goal before they fully commit to the cut.