Mariner Acquires California Wealth Planner
By Michael S. FischerConfluence Financial Planning, based in Sacramento, had $360 million in AUM.
January 02, 2024
Bob Doll's 10 Predictions for 2024The Crossmark Global Investments CIO expects stocks to have a tough year.
December 29, 2023
12 Most Caring U.S. CitiesFactors studied included the share of sheltered homeless people and income donated to charity.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 29, 2023
12 Best States for Elder Abuse ProtectionsThese states have lower rates of exploitation, with more resources and stronger laws to fight it, WalletHub found.
December 29, 2023
The 5 Best Luxury Hotels of 2023 — and Why They're Worth the PriceNightly rates soared to previously unthinkable heights as the travel and hospitality industries roared back to full service.
December 29, 2023
When Is the Right Time to Ask Clients About Writing a Will?A new report finds context matters a lot when it comes to this basic step in legacy planning.
December 29, 2023
10 Richest Historically Black Colleges and UniversitiesHBCUs were not immune from the financial performance declines affecting educational returns in fiscal 2022.