David H. Lenok

What impact will this have in concert with Trump's new tax plan?

With only some reservation, most advisors expect Trump’s tax plan to benefit their clients, as well as their own businesses, according to a WealthManagement.com flash poll.

A new study reports that for HNW clients returns aren't everything.

The comedians’ Will demonstrates both good and bad ways to disinherit your kids.

Poorly designed policies and procedures resulted in thousands of dollars' worth of non-traded REITs being sold to unwitting clients.

The wealthy are looking outward, but there are still disconnects, often generational, between intention and action.

The firm continues its pivot away from its AIG past, appointing Derek Burke as its new president and CEO.