Florida lawmakers advance a proposal to eliminate non-school property taxes and replace them with a 5% fee when homes are sold. Here’s what it means.

Jay Nauta is recognized for outstanding performance and dedication to reverse mortgages in Florida. JACKSONVILLE, FL, ...

Industry veteran and respected licensed health insurance producer joins one of the nation's largest FMOs to scale an ...

Corient, the nation's largest and fastest-growing wealth advisor focused on ultra-high and high-net-worth investors, today announced the acquisition of the business of Palo Alto Wealth Advisors, a ...

CV Advisors has hired Hailey Gordon, a former Bridgewater Associates executive, as a portfolio manager in its Aventura office.

The move to West Palm Beach will make it the first big bank to base its wealth management operation in the wealthy and growing market.

Croak Capital, a fee-only fiduciary financial advisor in Ann Arbor, is gaining traction among local investors navigating complex wealth moments such as business sales, equity payouts, and inheritances ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Permira to Remain a Significant Minority Investor, Continuing Successful Five-Year Partnership MIAMI, Dec. 11, 2025 /PRNewswire/ -- Boats Group ("the Company"), a global provider of online ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...