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Notice 2026-40 introduces planning opportunities that investors must take by year’s end.

The Swiss bank reported second-quarter net income of $2.8 billion, exceeding forecasts, while wealth management pulled in $36 billion in net new money, well above expectations.

VanEck has partnered with Allocate to offer private markets access, while CAIS and Arch both announced funding news.

Investcorp chose Berger Financial Group after a multi-year search for a wealth manager that it could further scale through RIA acquisitions and organic growth.

The public conversation about DAFs relies on broad generalizations.

Siblings made a $25 million gift to their father when they terminated marital trust.

Steward Partners Chief of Staff Maria Condon on how the firm’s ownership structure and leadership access reinforce a collaborative culture.

Travis and Taylor know all too well that prenups keep the bad blood at bay.

Open, honest and candid discussion about 401(k) turnover rates, workers valuing of saving for retirement, convergence and margins, fiduciaries in healthcare plans and more.

The deal seeks to create unified data and analytics tools for private markets investors, including wealth managers and family offices.

F.L.Putnam’s leadership team will remain in place, though 2022 minority investor Emigrant Partners will exit its position with the deal.

The deal is Carson Group’s largest wealth addition to date by assets, and adds four advisors to Carson’s W-2 employee channel.

Features on Estate Planning & Taxation, Fiduciary Professions and Insurance

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

Taxable investors don’t just own a portfolio; they own a tax-sensitive balance sheet.

ETF managers are racing to position themselves for the Anthropic IPO. Ares Management is in talks to buy Leonard Green & Partners to bolster its private equity platform. These are among the investment must reads for financial advisors this week.

From exchange funds to tax-aware long/short strategies, wealth managers are combining solutions to help clients diversify concentrated single-stock positions without triggering huge tax bills.

Ted Benna's new Radish plan aims to help lower-income workers build savings through employer-funded performance rewards.

The Miami-based RIA continues its acquisition spree with the addition of the New York multi-family office Seven Bridges.