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 ...

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

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

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

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 ...

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