Karen DeMasters

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Genstar Capital Acquires Majority Share In Fintech Docupace

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Docupace develops back-office software for the wealth management industry.

Tax Rules, Gifting And Inheritances Top Concerns Of Ultra-Rich, Attorney Says

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Young family members are pushing benefactors to pass on inheritances before death, he said.

Private Equity Has Strong Presence In RIA M&A Deals, Echelon Says

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The pace of deals this year is on track to exceed 2023's total, a new report says.

FPA Of New England Honored For Providing Pro Bono Planning

by FA Staff

The chapter is the recipient of the 2024 Power of Financial Planning Award.

American Trust Retirement Offers Retirement Plan Help

by FA Staff

The new service, the WorkSaveRetire program, is designed to help advisors streamline plan operations.

Future Tax Changes Require Planning Now, Rockefeller Exec Says

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Creating a trust for asset transfer can be advantageous, says Tim Laffey.

World Investment Advisors Buys $3.5B AUM Mass. RIA

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It's the third acquisition in the past nine months for the firm formerly known as Pensionmark Financial Group.

Prospera Adds California RIA

by FA Staff

Up the Graph Financial Group of Irvine manages $115 million in client assets.

Pensionmark Rebrands As World Investment Advisors

by FA Staff

The new name reflects its status with the parent company, World Insurance Associates.

Small Caps Are Set To Shine, Says Equity Analyst

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Small caps are poised to benefit from Federal Reserve rate decreases, according to analyst Julie Kutasov.

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