Why Wealthy Couples Turn to Post-Nups to Clarify Asset Division
By Jane Wollman RusoffThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 10, 2025
Why These Commonwealth Advisors Are Happily Giving LPL a ChanceLPL's leadership has been clear and consistent in its messaging to incoming Commonwealth teams, three advisors say.
July 07, 2025
Not All RIA Consolidation Is Created Equal: Joe DuranThe Rise Growth Founder discusses how fast growth impedes "real integration" and who might buy Edelman Financial Engines.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 10, 2025
The No. 1 Thing Advisors Want When They Switch FirmsUnhappy advisors are quicker to move as new tech has made the process easier, recruiter Derrick Friedman says.
June 09, 2025
Osaic CEO: New Advisor Tech Tools 'Will Blow Your Mind'AI-enabled stock picking is coming, but the "Fourth Industrial Revolution" goes far beyond that, Jamie Price says.
June 05, 2025
Why This Ex-Wirehouse and Bank Advisor Prefers the RIA SpaceFee-only fiduciaries can effectively serve multi-generational families and clients with complex needs, says Wealthspire’s Crystal Cox.
June 05, 2025
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEOWhile business development skill is "icing on the cake," there are three crucial ingredients to success, Michael Kim says.