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

The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive.

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).

Advyzon, an all-in-one technology provider to the wealth management industry, this week announced it would launch Auria, a ...

In his new role as CEO, Yones will be responsible for leading the company’s strategic vision and growth plans.

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

Considerations for campaign contributions in an estate plan.

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

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

With a new presidential administration, it remains to be seen what changes to the estate and gift tax rules will be in store ...

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