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

Certified financial planner Derieck Hodges told the story of a young man who lost his wife and had to navigate her estate ...

Before you establish trusts or portfolios, you must codify your family values. Ask: What do we believe about work, giving, ...

Blended families can thrive with good planning. Talk early, document everything, and work with a qualified estate attorney. A ...

Discover how successful wealth transfers require addressing human dynamics, governance structures and strategic planning ...

Don't just pass down the cash. Families need to prepare their heirs through communication and with financial know-how, or all ...

With fewer CPAs entering the field and client expectations on the rise, advisors are turning to technology and strategic ...

Most people avoid "the money talk" with aging parents until it's too late. Here's how to start the conversation without making it awkward — including scripts.

When clients relocate to Florida, their existing estate plans may become invalid, leading to costly litigation and family ...

SiRiCa Wealth Management Group serves roughly 1,000 households and focuses on true diversification, repeatable process and ...

Proper retirement planning not only optimizes your budget and living circumstances, it can also boost your longevity, ...

The untimely passing of boxing legend Leon Spinks in 2021 highlighted critical estate planning pitfalls for first-generation ...