This financial planner's rich clients have a financial plan and stick to it, and are always looking for ways to reduce their ...

Just as we can all learn from Warren Buffett's investing strategies, his estate plan also offers some valuable lessons.

Summit Wealth Partners LLC raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm ...

Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth ...

When you understand your financial identity, you can begin making more intentional decisions about how to use your wealth in ...

Open conversations about estate planning can transform what might otherwise be an uncomfortable or contentious topic into a ...

Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...

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For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

This means supporting estate planning, family governance, and philanthropy to protect wealth and create a lasting legacy. Insights for the U.S. Market: Offering a full suite of wealth planning ...

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand entity within Orion. Financial ...