Advisors share the types of financial infidelity and secrecy they have seen in couples, and how they approached the money ...

In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising ...

Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual ...

In vitro fertilization, sperm donation and other reproductive techniques can lead to legal and financial risk. Here's how to ...

Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.

Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of ...

Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's ...

The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.

Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests ...

Raymond James touted strong quarterly results and robust recruitment momentum during its most recent earnings call. Processing Content On Wednesday, Raymond James reported that it ended its fiscal ...

It makes the need for a well-planned succession of the utmost importance. But when Michael Gragnani takes the top spot at Diversified Trust in January, he'll see former CEOs and owners pretty much ...