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 ...

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

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

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

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 ...

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

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 ...

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 ...

Panelists at RIA Edge Orange County said the stumbling blocks to AI implementation in wealth management are more about ...