Cotiviti, which is backed by KKR and Veritas Capital, has agreed to acquire Edifecs, a Bellevue, Washington-based healthcare data firm. No financial terms were disclosed. Francisco Partners and TA ...

The giant national RIAs are kicking off their 2025 respective deal calendars, with EP Wealth making a landmark expansion in ...

The investment manager, who will advise on investments and financial products for Truth.fi, has a prior relationship with ...

Advisors say they are watching these changes closely, making portfolio adjustments where needed and generally reassuring ...

Tax and Legal Optimization: Strong pre-tax returns can be undermined by poor tax planning. Advisors assist with structuring portfolios to minimize tax liabilities and accommodate legal considerations.

You don't need a lot of time, money or knowledge to put your money to work for you in the stock market: Robo-advisors use data and algorithms to automatically invest on your behalf, based on your ...

Dori Zinn is a personal finance journalist with more than a decade of experience covering credit, debt, investing, budgeting, saving, retirement, college affordability, jobs and careers and more.