Elevation Point invests in Forta Wealth Partners, a $900M Indianapolis RIA led by former Merrill Lynch advisors Will Turner ...

Gridline's new funding will go toward the continued development of AltComply, its AI-powered diligence capability, going live ...

Zocks secures $45M Series B funding co-led by Lightspeed and QED to expand AI capabilities for financial advisory firms ...

Self-employed workers can shelter $72,000 annually in solo 401(k) plans as JPMorgan and Betterment target growing freelancer ...

In addition, Sentinel Group names a growth officer from SageView, and Empower promotes an internal candidate to the new head ...

By leveraging best practices and resources, practitioners can protect vulnerable clients, support families and fulfill their ...

Clients who wish to leave a portion of their estate to their private foundations (PFs) must carefully consider the ...

The most pressing tax law developments of the past month.

Tax affecting the earnings of pass-through entities remains one of the thorniest valuation issues: There’s no clear guidance ...

The modern estate-planning practice has significantly evolved over the years. We asked three of our esteemed board members, Jonathan G. Blattmachr, Marvin E. Blum and Avi Z. Kestenbaum, to share their ...

Glenn Kurlander is a managing director, Head of Family Governance and Wealth Education at Morgan Stanley.

For many beneficiaries, financial oversight is inextricably linked to histories of loss, instability or betrayal, making ...