Zocks secures $45M Series B funding co-led by Lightspeed and QED to expand AI capabilities for financial advisory firms ...

Self-employed workers can shelter $72,000 annually in solo 401(k) plans as JPMorgan and Betterment target growing freelancer ...

I’ve condensed that 35 years of experience into 10 lessons of wisdom I hope resonate with you. When I began my career, I ...

The modern estate-planning practice has significantly evolved over the years. We asked three of our esteemed board members, ...

Glenn Kurlander is a managing director, Head of Family Governance and Wealth Education at Morgan Stanley.

Clients may be inclined to use a Section 409A valuation for gift tax purposes. After all, both valuations aim to determine ...

Tax affecting the earnings of pass-through entities remains one of the thorniest valuation issues: There’s no clear guidance ...

By leveraging best practices and resources, practitioners can protect vulnerable clients, support families and fulfill their ...

Todd Burkhalter of Drive Planning defrauded over 2,000 investors through fake real estate opportunities, buying luxury items ...

In addition, Sentinel Group names a growth officer from SageView, and Empower promotes an internal candidate to the new head ...

If you advise nonprofits in your practice when a deceased donor leaves individual retirement accounts or brokerage accounts ...

Clients who wish to leave a portion of their estate to their private foundations (PFs) must carefully consider the ...