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Start automating annual increases in your 401(k) contribution. Cavan Images/Getty Images Women can miss out on retirement savings, as they're more

Unless you're an accountant with a passion for work, it's hard to imagine that anyone enjoys tax season. But 2021 threw several curveballs that could make this year's returns a chore even by the...

NEW YORK, Jan. 11, 2022 (GLOBE NEWSWIRE) -- Zoe, a digital wealth planning platform that connects clients with interest-aligned financial advisors, was...

Below are more deals that occurred this week: Focus Financial Acquires St. Louis–Based RIA Focus Financial Partners, a publicly traded acquirer of RIAs, said it has acquired Hill Investment Group, a St. Louis–based firm. Terms of the deal, expected to close later this quarter, were not revealed. Hill Investment Group manages close to $700 million with 12 employees, focused mostly on high-net-worth families.  Morgan Stanley Team Departs to Form All Source Investment Management RZ Wealth Joined Diversified Lifelong Advisors     The combining of Wayne, Penn.–based RZ Wealth and Divers...

Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment News provided by Share this article Share this article WESTWOOD, N.J., Jan. 12, 2021 /PRNewswire/ -- Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020. The firm operates under the name of Modera Wealth Management, LLC, with combined regulatory assets under management of approximately $4.4 billion (as of 12/31/2019), over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Geo...