In an era where extended lifespans are becoming the norm, planning for 100-year lives is increasingly essential. The World Economic Forum highlights how fintech is poised to reshape wealth management ...

My daughter recently graduated from a master’s program at a university in Texas. My wife and I attended the ceremony and made a car trip out of it, visiting the Grand Canyon and other national parks ...

A digital family office formed by the merger of financial and tax advisory service Compound and digital RIA Alternativ Wealth in September 2023 has announced a new milestone. Compound Planning has ...

Meanwhile, Americana Partners has expanded its own footprint in Nashville, while BIP boosts its presence in Atlanta.