Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market.

Overall, there were 3.3 million, or 7%, more retirees as of October 2021 than in January 2020.

Noncash giving is the way to go.

Despite a possible delay, plans need to work with the existing timing guidelines.

It now includes identity theft.

Focus your end-of-year conversations on asset location, client experience and responsible trading.

Lavallette in N.J. was more popular than destinations in Florida on the real estate app’s rankings, while South Lake Tahoe took the overall prize.

Don’t let fears of higher prices derail your clients’ finances.

Industry experts share their insights on what 2022 might bring.

Out-of-pocket spending is the real planning challenge.