The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.

Opto Investments, a private markets wealth tech platform, has added EP Wealth Advisors, a national RIA with $26.2 billion in ...

Due to the successful launches of Bitcoin and Ether ETFs, asset managers are eyeing funds that track smaller cryptocurrencies ...

Synapse Financial's collapse has caused a ripple effect within the fintech industry, due to the roughly 20 banks and 100 ...

The Wichita-based advisors are launching Air Capital Wealth Management by affiliating with LPL Strategic Wealth Services.

The recent case of Estate of Fields v. Commissioner, T.C. 2024-90 (Tax Ct. 9-26-24), provides a textbook example of a bad-facts family limited partnership (FLP) that caused estate tax inclusion of the ...

Wholesaler Matthew Newman was diagnosed with brain cancer at age 39, and now he sees life through a new set of lenses.

The results of the presidential and congressional elections will impact future tax policy, though it’s impossible to predict ...

Discover how special needs planning is becoming essential for advisors to support families and expand their practice in this insightful discussion.

All too often, the first issues that arise after a loved one dies are disputes about their funeral and burial arrangements.

The flat-fee planning firm has now raised $210 million and will use the latest funding to expand its technology and planning ...

While UHNW clients are eager to see their money grow, affluent investors and their families face multiple challenges and ...