Veteran financial advisor Toby Brazzel chooses Avantax to support his rapid-growth goals in a business model conducive to involving his family in the Louisiana-based advisory practice ...

CHICAGO, Jan. 7, 2026 /PRNewswire/ -- Rothschild Wealth Partners, an independent wealth management firm serving affluent families and business owners nationwide, today announced that Bret Petersen has ...

Prospera Financial Services, a Dallas broker-dealer overseeing $28 billion in assets under management, said Harm & Harm Financial Consulting Group, a Vermont practice managing $250 million in total ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with more than 40 years of experience* providing market-leading, multi-family office services that ...

An estimated $84 trillion could change hands over the next few decades. As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable ...

Bell Wealth Partners, founded by Robert and Keegan Bell, launches independently under LPL Financial, managing $450 million in assets. LPL Financial LLC announced that Robert Bell, II, AIF®, and his ...

In my first article in the Generational Practice Management series, I wrote about the unprecedented opportunity for advisors as wealth shifts from Baby Boomers to younger generations. This second ...

Croak Capital, a fee-only fiduciary financial advisor in Ann Arbor, is gaining traction among local investors navigating complex wealth moments such as business sales, equity payouts, and inheritances ...

Forbes contributors publish independent expert analyses and insights. Jennifer Tescher is founder and CEO of the Financial Health Network. One in four U.S. adults lives in a household with three or ...

Logic (and compelling Cerulli Associates data) explain why advisor teams are gaining momentum. But teaming is not the only ...

Corcapa 1031 Advisors, a financial advisory firm specializing exclusively in 1031 exchanges and tax mitigation strategies, announced today it structured and advised on a multi-generational family's ...