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

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

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

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

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

Sign up to receive the latest insights, trends, and analysis.

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

Joe Anthony is President of Gregory FCA.

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 ...