Mohan Gurupackiam joined Steward Partners as chief information officer in January 2023. He has over 25 years of technology experience gained at various financial services companies in the U.S. and ...

From left, Christian Haigh, co-founder of Compound Planning; Blair duQuesnay, senior advisor at Ritholtz Wealth Management; Jerry Sneed, co-founder and managing partner at Third View Private Wealth; ...

Independent advisors and RIAs face tough competition. The biggest wealth management companies in the US set the pace for the industry. They have deep pockets, strong brands, and the latest technology.

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

Tinder may be a surprising place to start looking for a job in wealth management, but it worked for Lillian Turner, who now runs her own firm, Daring Greatly Wealth. While a finance major at the ...

As the financial landscape grows more complex and the shortage of certified public accountants continues to deepen, financial advisors and CPAs are finding new reasons – and new ways – to collaborate.

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.