Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive.

Several years ago, I was retained by an affluent family to help them with their long-term planning. We started the engagement with a day-long “discovery” session for the extended family at the ...

The future of wealth management recruiting isn’t about finding people who look like yesterday’s advisors. It’s about ...

At Orion Ascent, Dr. Daniel Crosby, chief behavioral officer at Orion, shares insights on why financial success alone doesn’t guarantee happiness. Drawing from his new book, The Soul of Wealth, Crosby ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...

Somewhere between 50 and 60, a quiet shift happens. The spreadsheets stop feeling exciting. The quarterly returns matter a little less. You still track your portfolio, of course, but the emotional ...

Ultra-wealthy families establish single-family offices for several reasons. Topping the list is greater control over their financial and personal lives. Because of the level of control and the ability ...

High-Net-Worth Families Seeking Meaningful Legacy Need Strategic Vision, Not Just Wealth Management Traditional ...