Mergers and acquisitions play a key role in the development and growth of the wealth management industry. With billions of dollars on the table, both buyers and sellers want a mutually beneficial ...

Artificial intelligence (AI) transforms estate and trust law, providing tools that streamline drafting, research and dispute resolution. Attorneys can use AI to analyze complex trust provisions, draft ...

Want to know how your firm stacks up against the competition? A new tool from Boston-based Cerulli and Atlanta-based Invesco can offer some answers. Processing Content The product, called The Practice ...

Financial planning practices are looking to pool their office resources in an attempt to lower costs and stave off forced mergers. The head of Charter Financial Planning, Paul Williams, said as an ...

Books and articles on behavioral finance tend to discuss “the crazy things that clients sometimes do and not a lot about what we, as practitioners, are supposed to actually do about it,” said Kitces, ...

February 6, 2024 - The question of whether life insurance earmarked for a corporate redemption should count toward a corporation's valuation for federal estate tax purposes has landed on the docket of ...