Finance News
Eight Estate Planning Lessons from Killers of the Flower Moon
Don’t murder your clients—and other best practices.
By NB
Nov 16, 2023
Savant Wealth Management to Buy $2.2B Bridgeworth Wealth Management
With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.
By NB
Nov 16, 2023
The top 5 growth-fueled approaches leading RIAs will leverage in 2024
Thursday, December 14, 2023 | 4:15 PM ET
By NB
Nov 16, 2023
DOL Rejects Calls to Extend Comment Period for Fiduciary Rule
Despite industry protests asking for more time, the DOL will hold its public hearing on the rule next month and close the comment period Jan. 2.
By NB
Nov 16, 2023