Trusts & Estates: July/August 2025 Digital Edition Features on Estate Planning & Taxation and Fiduciary Professions ...

No, artificial intelligence won’t replace financial advisors. If the wealth management industry learned anything in 2024, it was that. As much as AI can make life easier for advisors with ...

Wealth Enhancement Group Adds BTR Capital Management, More Than $1B in Assets In its 12th acquisition this year, WEG adds a ninth office in Northern California.

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Every family journey is unique, but regardless of where they are in their evolution, there’s one thing all sophisticated families have in common today: rising complexity. Wealthy families are ...

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Trust Protectors Explained Answers to some of advisors' most frequently asked questions about this powerful role.

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014 ...

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.