Roth IRAs are individual retirement accounts funded with after-tax dollars. Earnings on those contributions can grow tax-free ...

Thirty percent worry they will not retain assets from clients' spouses or children, the Naxtisis survey found.

Newport Beach, Calif.-based RIA acquirer Beacon Pointe Advisors has made its first landing in Minnesota with the purchase of the $1 billion AUM firm Landmark Wealth Management, based in Lake Elmo.

iCapital will incorporate its operating system directly into the Kestra dashboard, meaning that Kestra’s advisors can now access funds and resources through iCapital without having to separately log ...

Gold topped $2,700 an ounce for the first time, as concerns over escalating conflicts in the Middle East and a tight US election race prompt investors to flock to safety.

Jeffrey M. Verdon of Falcon Rappaport & Berkman LLP integrates asset protection planning with advanced estate planning to preserve his affluent clients' legacy from financially ruinous lawsuits.

New York-based asset management firm Quantify Funds announced the launch of so-called "stacked ETFs" to give advisors greater ...

Naviter Wealth of Little Rock, Ark., has repurchased a minority stake in itself held by Wealth Advisor Network (WAGN), ...

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely ...

Three financial advisors who previously managed about $479 million in client assets at Merrill Lynch have jumped to Raymond ...

Like Bank of America, other firms are seeing more gains ahead. Over at Goldman Sachs Group Inc., the trading desk recommended last week Hang Seng Enterprises call spreads and collars — buying puts ...

The partnership aims to make donor-advised funds more efficient for sponsors across the wealth management industry.