DOL Fiduciary Rule Battle Has Just Begun

Published on August 27, 2024

Staying the rule was just the "first step" in a process that could take years, says attorney Brad Campbell.

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Gateway Financial Partners Adds Wealth.com Estate Planning Tools

August 27, 2024
The tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.      Related StoriesVanilla Estate Planning Platform Wins Backing From Edward Jones - EnclosureNew Bill Sets 3-Year Time Limit on Social Security Clawbacks - EnclosureNew RIA Succession Planning Platform Targets DFA Fans - Enclosure

IEQ snaps up EPIQ to create $32B family office powerhouse

August 27, 2024
Two leading investment advisory firms are joining forces in a strategic deal to create a new powerhouse firm that caters to some of the most affluent individuals and families in the country.Top-ranked RIA IEQ Capital has announced its acquisition of EPIQ Capital Group in a deal that will combine the firms into a $32 billion investment advisor and multi-family office.Bringing together IEQ’s $26.5 b