Charitable giving through planned giving instruments, such as bequests, charitable gift annuities and life insurance ...

Al W. King III describes how the purpose trust has evolved into a powerful estate-planning vehicle in the United States.

Despite the upcoming election, some lawmakers and thought leaders in Washington, D.C. have already turned their attention to ...

Thierry Noir’s An incredible burst of energy spreads around the market square sold for £25,400 at Phillips Modern & ...

Sports and activities coverage. Extends medical coverage for adventure sports like hiking, skiing and mountain biking, which ...

The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according ...

The objective of asset allocation funds is to provide better-than-benchmark returns with (possibly) lower volatility through ...

Ryan Hughes, CEO of Bull Oak, a San Diego-based RIA, started his firm with no assets under management, and now manages $175 ...

• Internal Revenue Service updates qualified domestic trusts (QDOT) regulations— On Aug. 21, 2024, the IRS published proposed amendments, REG-119683-22, to the regulations under Internal Revenue Code ...

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Raising younger generations to become financially responsible adults is critical to maintaining a family legacy.

The move into Raymond James’ independent advisor channel is one of several across the industry Monday, including an advisor ...