9 Most Active Acquirers in Wealth: 2024
By Michael S. FischerVolume hit a record high of 366 deals, with average assets per transaction of $1.4 billion, Echelon found.
March 17, 2025
10 Biggest Wealth Management Deals in 2024The number of transactions involving more than $100 billion in assets hit an all-time high, Echelon Partners reported.
March 17, 2025
12 Cheap Stocks That Recently Raised Dividends: MorningstarThese stocks could offer opportunities for long-term investors, analyst Frank Lee writes.
March 13, 2025
8 Overlooked Tax Deductions and CreditsThese breaks can go a long way toward helping clients reduce their tax liability as much as possible.
March 13, 2025
FINRA’s Top 5 Fine Categories: 2024The $59 million in assessed penalties was down 35% from 2023, according to an analysis by Eversheds Sutherland.
March 13, 2025
12 Most Expensive States for Long-Term Care: 2024Costs rose for all care types, Genworth and CareScout found.
March 12, 2025
Why U.S. Life and Annuity Issuers Want the World to Calm DownAbout $1.8 trillion of their assets, and some of their owners, are in other countries.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.