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.

Considerations for campaign contributions in an estate plan.

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, ...

The deal marks Robinhood’s move into wealth management. The firm says it wants to connect its investors with human advisors.

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