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

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 ...

Setting up a trust document is just the beginning. Without transferring your assets into that trust — a process called ...

Can the Family Wealth Governance Policy System (the GPS) serve as a tool to lower family conflict? Recognizing that while ...

Inheritance Funding reports that probate attorneys guide families through the legal complexities of estate management, ...

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

Vanilla, a leading estate planning technology platform, today announced its partnership with Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway ...

Every week, Allworth Financial's Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...

This article explores essential estate-planning documents, including the key differences and similarities between a Last Will and Testament and ...