Lewis Altfest was one of the earliest fee-only advisors when he founded his family firm in 1983. These days he is serving his ...

Using AI for tax and estate planning will enable advisors to spend more time with clients, Andrew Altfest says.

As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...

Empower, the country’s second-largest retirement plan recordkeeper by assets, has built up a staff of 1,000 advisors in recent years to provide wealth management services to individuals, including the ...

In the world of wealth management and generational wealth transfer, legal and financial complexity should be managed by skilled professionals.

President Trump signed an executive order that puts in motion plans for a U.S. sovereign wealth fund. Here's what a sovereign ...

MOIQ Digital is more than just a technological upgrade—it’s a statement of intent. By challenging outdated industry norms and ...

Vestia Personal Wealth Advisors lifted its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 74.4% during the fourth ...

Foguth Wealth Management LLC. lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 42.0% during the 4th ...

Prosecutors say the stockbroker took more than $500,000 from his clients and used the money for his personal benefit.