Informal settlement of a fiduciary’s account has long been the preferred method for wrapping up a fiduciary’s service. And ...

Can the Family Wealth Governance Policy System (the GPS) serve as a tool to lower family conflict? Recognizing that while ...

Learn how the Nelson case validates tiered discounts in complex ownership structures, creating new tax efficiency for wealthy ...

The increase in litigation has placed fiduciaries at greater personal and financial risk.

Ryan Marcus of Binah Capital shares insights on helping wealth managers adapt their practices to better serve the growing ...

LPL Financial acquires minority stake in Private Advisor Group, deepening a 28-year relationship while PAG's leadership team ...

Fred Barstein discusses Schwab and Pontera, Pitchbook's private market indexes, ETF dual share classes, revenue sharing and ...

Charitable tax planning requires time, especially with OBBB changes coming in 2026. Beware of questionable giving vehicles promising inflated deductions ...

GTCR continues to place bets on the wealth management space by taking control of the Boston-based Fiduciary Trust Company.

Despite Fed rate cuts, commercial RE investors face persistent high long-term yields and a trillion-dollar refinancing wave ...

True Wealth joins Osaic from LPL Financial and GPS Wealth Strategies Group, a registered investment advisor. The group is led ...

Jessie Homer French’s Winter Eden, Chernobyl sold for $21,930 at Phillips Modern & Contemporary Art Online Auction, New York, ...