Features on Estate Planning & Taxation, International Practice, and Fiduciary Professions ...

FP Alpha is reshaping the landscape of financial planning by automating complex areas such as estate, tax, and insurance planning, traditionally bogged down by manual processes and non-tech ...

Despite the upcoming election, some lawmakers and thought leaders in Washington, D.C. have already turned their attention to 2025, when the individual provisions from the 2017 Tax Cuts and Jobs ...

An interesting array of tax and non-tax estate planning and estate and trust administration concepts and techniques have been gathering momentum and seem likely to occupy our attention in 2024. A ...

Thursday, February 20, 2025 at 1:00 PM Eastern Standard Time ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Which schools offer the best on-campus, degree-granting programs that prepare students for careers in financial planning? WealthManagement.com decided to find out. This ranking represents the ...

Explore the latest news and expert commentary on Insights & Analysis, brought to you by the editors of WealthManagement.com ...

Cerity Partners, a Chicago independent financial advisory firm, has merged with $3 billion AUM registered investment advisor EMM Wealth. With the addition of New York-based EMM, Cerity now manages ...

Every family journey is unique, but regardless of where they are in their evolution, there’s one thing all sophisticated families have in common today: rising complexity. Wealthy families are ...

Join us on February 26th for the Estate & Tax Planning Summit—a premier virtual summit designed to empower advisors and leaders with actionable insights and cutting-edge strategies. This dynamic ...

Industrial space availability is extremely tight. Tenants in many markets are willing to pay premiums for their leases.