Heidi Pope

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WEG Acquires Jacksonville, Fla., Financial Planning Firm

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Wealth Enhancement Group serves more than 10,000 clients in over 40 states.

Griffin Capital Acquires LPL Financial Carolinas Corporate Campus

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A nontraded REIT has bought one of three LPL national offices.

Annual Estate Planning Conference Faces Uncertain Climate

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The Heckerling Institute conference is bracing for an environment in which many estate planning issues remain unsettled.

Caregivers Face Increased Financial Difficulties

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A new study suggests that giving care to family in need will be a strain on people's finances.

InvestCloud Empowers Advisors With Portals And Reporting Products

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InvestCloud unveils two new digital solutions for advisors.

Coaching Athletes On Their Foundations

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Taking is risks good when you're an athlete on the field, not so much when you're an athlete handling finances.

Fintech Platform Expands In HNW Marketplace

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iCapital is expanding partnerships with high-net-worth individuals and their advisors.

Worst States To Retire On $1 Million

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The money will last many years less in these states compared with others, says the BLS.

Best States To Retire On $1 million

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The Bureau of Labor Statistics did a comprehensive study on where $1 million will last longest -- and shortest.

Foundation Portfolios Grew In 2016

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The company found portfolios it oversees grew 6.8 percent last year.

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