In high stakes fields like law, tax and finance, AI bots are being tailored as powerful internal tools for professionals, but ...

When the fiduciary and the beneficiary don’t engage with each other, it can create discord that leads to litigation.

An added level of protection and clarity may be needed.

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...

Tidal Investments has introduced the the FIRE Funds Wealth Builder ETF (FIRS) and the FIRE Funds Income Target ETF (FIRI).

The decision undermines conventional life insurance-funded redemption buy-sell agreements, in which insurance proceeds are ...

In the first half of 2024, active ETFs represented over a quarter of all ETF net inflows, although they are still relatively ...

Imagine a world where women control $30 trillion in assets. This isn’t a far-off fantasy—it’s our near reality. Between now ...

Kaival Patel was previously convicted of charges stemming from a plan to collect commissions on falsely prescribed compound ...

SEI added several proprietary and third-party managed separately managed accounts to its Managed Account Solutions program, ...

Considerations for campaign contributions in an estate plan.