To start, how do you define family governance in the context of private wealth and legacy planning? Andrew Pitcairn: Family governance is the framework that enables families to make decisions together ...

Part of the problem: They need better technology, says a Cerulli white paper. With more comprehensive tech, advisors can transfer assets from one firm to another with minimal disruptions in a ...

Element #2: The Planning Horizon is the length of time over which withdrawals are to be made. This should not be confused with life expectancy. To provide a safety buffer, the planning horizon should ...

But the addition of a dovish governor to the Federal Open Market Committee, which sets policy, is unlikely to yield an immediate shift. The FOMC is composed of the seven members of the Board of ...

Preston D. Cherry and Lizbeth Menjivar have been named the recipients of the Financial Planning Association’s 2025 Heart of Financial Planning Award, the association announced today.

Aspen Standard Wealth has boosted its presence in the Boston area with the acquisition of MG Financial, a $1.1 billion registered investment advisor.

Volatility is unusually low across markets, heightening the risk of a sudden reversal.

Donald Trump's second presidency is off to a far stronger start than almost anyone anticipated, but the long-term risks are becoming harder to ignore.

Top Schwab analysts on Tuesday joined a growing group of economists and politicians voicing concern about President Donald Trump’s unceremonious firing of the head of the Bureau of Labor Statistics ...

Swaps traders are now pricing in over 100 basis points in Federal Reserve rate cuts by mid-2026. With a flood of front-end Treasury issuance injecting liquidity into money markets, cash is plentiful.

A long-feared change to Wall Street’s plumbing is paying off—and it’s freeing up billions.

Modern Wealth Management, a registered investment advisory firm with more than $8 billion in assets under management, has partnered with RISR, a financial advisory platform that caters to advisors who ...