Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...

Ginger Brennan recently retired after a 40 + year career in financial services most recently at Voya with a focus on ...

In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...

Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...

The growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more ...

Writers of television series and movies have decided that estate-planning issues make for good drama, and in some cases, even comedy.

The legal fracas between Edelman Financial Engines and Mariner Wealth Advisors shows no sign of abating, as the rivals are pushing the judge to rule in their favor before trial while each tries to ...

Read the latest expert commentary from Kevin W. Corbett, Managing Director, Corporate Development at Mariner, on ...

Marissa is a partner at Dungey Dougherty PLLC, practicing out of Greenwich, Connecticut and New York City. She focuses on tax and estate planning for high-net-worth individuals and their families.

Explore upcoming and on-demand webinars covering the latest trends in fintech, business and growth planning strategies, investment strategies, compliance, client engagement, and more. Most webinars ...

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014, will ...