Visionary Square covers FINNY subscription costs, giving its advisors AI tools to find prospects, building client ...

Thomas West and Suzanne Schmitt launch new AI tool helping advisors guide clients through health and longevity planning ...

Many advisors working with high-net-worth clients have seen non-grantor trusts move to the center of wealth planning over the ...

Mariner and WealthCare say advisors are getting fed up with SEC reporting requirements related to new technology.

The RIA developed Mira over two years with OnTrade, aiming to automate operational tasks, surface business opportunities and support acquisitions.

Advisors should help families build family capital, not just financial capital, to preserve wealth across generations and legacy ...

Treasury and the IRS plan new guidance on donor-advised funds, Form 990 reporting and charitable deduction rules for trusts ...

Families deciding to transfer, sell or professionalize their businesses need early legal, tax and governance planning advice ...

The taxpayer wasn’t fully advised by the drafting lawyers, their family office or their accounting firm to file gift tax returns that opt out of the automatic GST tax allocation to a trust classified ...

Fred Barstein discusses RIA M&A, CIT education, managed accounts, the attractiveness of small businesses to insurance brokers ...

Meira Wealth CEO Jorge Padilla explains how he rose from intern to owner while honoring founder's legacy and vision for clients ...

Financial advisor Vincent Crudo shares how a full spinal cord injury transformed his career, family life and approach to ...