High-net-worth millennials have more confidence than their older counterparts, Brown Advisory acquires Meritage Capital and David Canter is raising money for the Foundation for Financial Planning.
Recommendations to coordinate optimal end-of-life care.
Mark Heising runs Medley Partners for foundations and charities controlled by the Simons family as well as family members.
Under the terms of the settlement, members of The ERISA Industry Committee will be exempt from the state's reporting requirement.
Tax reform is on the tip of everyone’s tongue, but not at the top of this list, according to a recent survey.
