Trust & Will Does What it Says on the Box

Published on October 10, 2024

The estate-planning platform currently boasts over 13,000 advisors.

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US Department of Labor approves up to $10M in initial funding to support disaster recovery jobs, training for North Carolina after Hurricane Helene

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WASHINGTON – The U.S. Department of Labor today announced the approval of up to $10 million in initial emergency grant funding to North Carolina to support disaster-relief jobs and training services in 25 counties to help respond to Hurricane Helene.On Sept. 26, 2024, Hurricane Helene made landfall in Florida as a Category 4 storm and quickly moved inland, pushing through Georgia and the Carolinas

EP Wealth Partnership Boosts Opto's Client Total to Over 250 RIAs

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Opto is aiming to capture the RIA segment serving high-net-worth and ultra-high-net-worth investors.