The Competition For Advisors Is Intensifying

As more firms try to recruit them, elite advisors are using multiple platforms.

Helping Advisors Excel

Josh Benson helps Integrated Partners’ top advisors with solutions for their biggest challenges.

Multi-Generation Financial Succession And Estate Planning

The ultra-wealthy want financial and succession planning, but few advisors are doing it, and those who are could do it better.

How Changing The Organizational Culture Helped Pitcairn Thrive For A Century

Pitcairn is celebrating 100 years as a family office. CEO Leslie C. Voth discusses the firm's long-term growth.


Billionaire Tax Rests On A Disputed $14,729 Refund At The Supreme Court

The justices are considering whether Congress can put a levy on stock holdings, real estate and other wealth.


Glenmede Elects Two New Board Members

Glenmede, an investment and wealth management firm headquartered in Philadelphia, has elected Frances W. Ferguson and Dr. Sean X. Wang to its board of...

Conestoga Capital Promotes Christina Kowalski To Partner

Conestoga Capital Advisors LLC, an independent investment advisory firm headquartered in Wayne, Pa., has promoted Christina Kowalski to partner, the company said. Kowalski, a financial...

N.J. Advisor Trio Join RJFS Indie Channel With $435M AUM

Financial advisors Jeanne Eisele, Mary Gilbert and Leanne Gray, operating as Anchor Financial in Linwood, N.J., have joined Raymond James Financial Services (RJFS), the...

Jonathan Lewis Joins Dynasty’s Summit Trail To Head Sustainable Investing

Summit Trail Advisors, a New York City-based registered investment advisor (RIA) and member of the Dynasty Financial Partners network in St. Petersburg, Fla., has...

Tenn. Team With $832M AUM Joins Raymond James Institutional Platform

Memphis, Tenn.-based Fountain Financial Group, managing $832 million in client assets, has partnered with Pinnacle Asset Management, the wealth management arm of Pinnacle Financial...

Franklin Templeton’s Fiduciary Trust International Adds Senior Advisor

William Y. Yun, an industry veteran with four decades of experience, has rejoined Fiduciary Trust International as a senior advisor, the New York City-headquartered...



Billionaire Heirs Have A How-To-Spend-It Problem

If heirs don’t know how to make money, are they good stewards of family riches?

Three Charitable Giving Strategies That Go Beyond Writing A Check

These options may suit clients who wish to make an impact but are also managing multiple financial priorities.

Private Equity Indigestion Relief Is Meant To Hurt

Wall Street has become comfortable with secondary funds, writes Chris Hughes. Perhaps too comfortable.