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Financial consulting firm Mirador hits 5-year mark, eyes further expansion in...

The company has a branch office in Salt Lake City; a subsidiary, Mirari Wealth Limited, in Dublin, to serve clients with non-U.S. based investments; and is eying a possible physical expansion into Asia.

Fieldpoint Private recruits BNY Mellon team managing $900M in assets

The new team will expand the company's presence in Florida.

A rush on the season for giving

Top income earners are scrambling to take advantage of estate and gift tax rates before the Bush-era tax cuts end and the Affordable Care Act income tax increases take effect.