Wealth managers need better data infrastructure beneath their AI models to reduce false positives and protect client ...

AI compliance and gift tax risks from trust modifications top the agenda at the annual estate planning symposium in ...

The firm partnered with Aboon and RPAG to create an end-to-end platform for advisors serving business owners and employees ...

Nearly 70% of childless adults lack estate plans, presenting wealth advisors major opportunities to serve growing ...

Advisors can now access the S&P Cryptocurrency Top 10 Equal Weight Index through Eaglebrook's SMA infrastructure ...

Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet-affiliate, Ascend, in Ohio.

The SEC approved proposals to let more individual investors access private equity and early-stage startups through new rules ...

Merchant Investment Management has taken a stake in Ironbark Financial Group, an Australian wealth management firm with $97 ...

The news about the dispute over her estate is particularly surprising because Dolly was meticulous about her public persona and maintaining a semblance of privacy. While details of Dolly’s will aren’t ...

Using Rob Reiner’s estate as an example, Sean Weissbart explains slayer statutes and why intent matters when beneficiaries are accused of killing decedents ...

XYPN makes Income Lab available to its 2,300-plus members after years of requests for the retirement planning software ...

The fiduciary advisor network will offer members discounted access to meeting prep, note-taking and CRM update capabilities ...