As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families ...

Many wonder what will happen after they die. Will their heirs be well-positioned financially? Will their home be sold? What ...

Around this time of year, family gatherings may mean some awkward conversations, including what older family members plan for ...

These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...