by
Will Sleeth
A look ahead at what trends we may expect to see in the area of estate litigation in 2018.
by
Chris Lack
What advisors need to be aware of when securing lucrative deals for their clients.
by
Justin Fox
A Q&A with a leading authority on the Netherlands' retirement savings system, one of the world's best.
by
Heidi Pope
Financial advisors play a vital role in helping family members communicate better about their wealth.
by
Jonathan M. Forster
As of January 1, tax reform doubles the “basic exclusion amount” for the gift, estate and GST taxes.
by
Jed Emerson
Impact investing has grown in both numbers of companies and size of total investable assets.
by
Hugh Stacey
For GPs that move now, and treat the sector with the specialist attention it deserves, the sky's the limit.
by
Bill Mock
One of the fastest growing segments of the fixed income market is also one of its greenest.
by
Andrew Fay
This group of advisory firms can be difficult to label, but there are three categories that unite them.
by
Scott Sacknoff
The philosophy the UN SDG categories represent focus on finding solutions to global societal and environmental challenges.
by
Nir Kaissar
Cohen is contemplating the largest U.S. hedge fund launch in history.
by
Simon Calton
Advisors must always be prepared to recognize buying opportunities in the midst of a downturn.
by
Noah Smith
The wealthiest invest less in housing and more in stocks, generating higher returns.
by
Joe Nocera
Why is a heavily armed counterterrorism force patrolling the parties of the rich and famous?
by
Eleanor O’Sullivan
The authors of this book say that firms need to master the challenges of servicing a new kind of client.
by
Ernie Burns
Everyone—regardless of how small their wealth—should do some estate planning.
by
Amy M. Kane
Consider gifts that can create a lasting impact on your loved ones’ lives.
by
Thomas M. Kostigen
The president's plan to put solar panels on a Mexican border wall would fail on multiple levels.
by
Daniel Tauber
A focused menu of high-quality alternative investments enables in‐depth research that is critical to advisors.
