Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

The transaction is expected to close in the year’s fourth quarter. The Goldman Sachs Group Inc. announced the sale of its United Capital Financial Partners Inc. division to Creative Planning LLC, the ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

From a massive continuing education cheating scandal, to LPL Financial's lawsuit and other challenges, here are some of the top news items that swept across the wealth management landscape in 2024.

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...

For the second time since 2019, the city of Erie could be getting state help to create a long-range financial management plan. Erie City Council on May 21 approved a resolution that allows Mayor Joe ...

SCRANTON — Debt restructuring, borrowing, a significant tax increase and other strategic moves helped Lackawanna County overcome a cash crisis last year and establish sturdier fiscal footing entering ...

The extent to which independent financial advisors are using artificial intelligence is only starting to catch up to the "great headlines" about wealth management firms tapping AI, according to Ritik ...

The firm that crafted Lackawanna County’s long-term financial management plan will make a public presentation on county finances early next month ahead of the mid-October release of the county’s ...