In the short term, a Wandry adjustment clause is a valuab... Get Trusts & Estates articles, digital editions, and an optional ...

He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of ...

Social media users and finfluencer followers face higher fraud risks despite conducting more due diligence and background ...

Managing clients' total wealth allows advisors to offer more comprehensive solutions.

Willy Gevers and partners, including son Trey, decided to break from broker/dealer Cetera after nearly doubling in growth at ...

Apollo President Jim Zelter defends private credit as investor redemptions rise, citing strong returns and clear rules while ...

According to this month’s WMIQ Advisor Sentiment Index, advisors are increasingly pessimistic about both the markets and the ...

Learn how advisors use AI to save time, impress clients, and boost results with real data-driven insights and workflows ...

Socium Advisors acquires Amplify Wealth Partners, growing assets to $4.3B and expanding services for high-net-worth clients ...

How new AI tools can improve systems and make delivering advice to clients easier and more gratifying.

Emerging technologies can help financial advisors deliver more sophisticated, personalized advice at scale, says Jorge ...

New AI tools are making financial advice more efficient and scalable for advisors says Allison Brown, senior associate of ...