Progressive lawmakers want to implement a wealth tax to reduce economic inequality, but financial advisors doubt that levying taxes based on assets would work. Just before Congress left Washington ...

Titan Wealth has agreed to acquire Sound Financial Management Limited, an independent financial planning and advisory business headquartered in Plymouth, Devon. The parties did not disclose the value ...

Luxury real estate broker Josh Altman warned that California’s proposed wealth tax could drive a number of billionaires out of the state and trigger a damaging "trickle-down" effect. "There's about ...

LPL Financial LLC announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform.