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Estate Planning

Trusts, Taxes and Transfers: How Legal Expertise Shapes Smarter Wealth Planning Trusts, Taxes and Transfers: How Legal Expertise Shapes Smarter Wealth Planning

A legally trained financial advisor helps clients stay on track and avoid missed opportunities for estate planning.

byAndrew Schiff

Feb 21, 2025

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5 Min Read

Growth Strategies

For Effective Teaming, Build With a Specialist Mindset For Effective Teaming, Build With a Specialist Mindset

Feb 19, 2025

4 Min Read

Estate Planning

Private Operating Foundation’s Loans Found to be Self-Dealing Private Operating Foundation’s Loans Found to be Self-Dealing

byDavid A. Handler, Alison E. Lothes

Feb 19, 2025

2 Min Read

The Case for Diversity at Work and in the Financial Services Industry The Case for Diversity at Work and in the Financial Services Industry

byFred Barstein

Feb 19, 2025

3 Min Read

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10 Investment Must Reads for This Week (Feb. 18, 2025)10 Investment Must Reads for This Week

byWealthManagement.com Staff

Feb 18, 2025

3 Min Read

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Investing Strategies

Pulling Back the Curtain on Wickedly Flawed Investing Ideas Pulling Back the Curtain on Wickedly Flawed Investing Ideas

Feb 14, 2025

4 Min Read

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Estate Planning

The Timeless Gift of Ethical Wills

The Timeless Gift of Ethical Wills

byMegan A. Moghtaderi

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The Right Way to Build a Team

The Right Way to Build a Team

byJason Diamond, Vice President, Senior Consultant

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The Data Demands for Cross-Border Wealth Management Innovations

The Data Demands for Cross-Border Wealth Management Innovations

byAshley Longabaugh , Principal Analyst, Celent

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Estate Planning

Say ‘I Love You’ With an Estate Plan

Say ‘I Love You’ With an Estate Plan

byDiana Cabrices, founder and CEO, Diana Cabrices Consulting

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Client Relations

Left on Read: The Cost of Ignoring iMessage Compliance

The Cost of Ignoring iMessage Compliance

byHarriet Christie, Harriet Christie, Chief Operating Officer, MirrorWeb

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Yes, Advisors Can Manage Their Clients’ 401(k) Accounts

Yes, Advisors Can Manage Their Clients’ 401(k) Accounts

byBrenden Gebben, CEO, Absolute Capital Management

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Sponsored Content

Cupid Calling: The Power of the Re-Proposal

Cupid Calling: The Power of the Re-Proposal

byRyan Nauman, Market Strategist

U.S. Department of Justice DOJ seal

Enforcement of the Corporate Transparency Act May Resume

Enforcement of the Corporate Transparency Act May Resume

+2

byDavid Rabinowitz, Jeffrey M. Davisand 2 more

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Planned Giving: Don’t Know What You Don’t Know?

Planned Giving: Don’t Know What You Don’t Know?

byRandy A. Fox, Founder

WealthManagement.com website Informa SCM

Industry News & Trends

Editor’s Note: A Website Refresh

Editor’s Note: A Website Refresh

byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com

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Forfeiture Lawsuits Set to Upend 401(k) Plans

Forfeiture Lawsuits Set to Upend 401(k) Plans

byFred Barstein, The Retirement Adviser University,

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Three Strategies for Engaging a Client's Whole Family

Three Strategies for Engaging a Client's Family

byBrian Brandt, Managing Director, FFT Wealth Management

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Growth Strategies

Strategic Planning for RIAs: Setting a Foundation for Growth and Success

Strategic Planning for RIAs: Setting a Foundation for Growth and Success

byTerri Kallsen, Managing Partner, Rise Growth Partners

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Estate Planning

Pros and Cons of Using a Personal Property Memorandum

Pros and Cons of Using a Personal Property Memorandum

byHarvey A. Hutchinson, Lead Financial Planner

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Estate Planning

IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. Residents

IRS Issues Final Regs on Tax of Transfers from Expatriates

byMolly Soiffer

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Life Insurance: A Path Forward in the Advanced Markets in 2025

Life Insurance: A Path Forward in the Advanced Markets in 2025

byCharles L. Ratner

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What RIA Consolidators Will Be Looking For in 2025

What RIA Consolidators Will Be Looking For in 2025

byJeff Nash, CEO and co-founder, Bridgemark Strategies

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Alternative Investments

Infrastructure Investments in Motion that Will Stay in Motion

Infrastructure Investments in Motion that Will Stay in Motion

byBrent Burnett, Head of Infrastructure and Real Assets, Hamilton Lane

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The Impact of Vanguard’s ETF Fee Cuts Will Vary by Category

The Impact of Vanguard’s ETF Fee Cuts Will Vary by Category

byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

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Super Bowl Market Indicator – Myth or Truth?

Super Bowl Market Indicator – Myth or Truth?

byRyan Nauman, Market Strategist

Ukraine Mine

Alternative Investments

Ukraine's Rare Metals Offer Rare Opportunities

Ukraine's Rare Metals Offer Rare Opportunities

Cook Island offshort trusts

Offshore Asset Protection Strategies Amid Corporate Transparency Act Uncertainty

Offshore Asset Protection Strategies Amid CTA Uncertainty

byBlake Harris, Founding Principal, Blake Harris Law

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Purist 401(k) RPAs Will Struggle to Grow

Purist 401(k) RPAs Will Struggle to Grow

byFred Barstein, The Retirement Adviser University,

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Client Relations

Financial Planning As a Microcosm of the Family Office Model

Financial Planning As a Microcosm of the Family Office Model

byLazetta Rainey Braxton

client conversation

Estate Planning

The Value of Client Communication

The Value of Client Communication

byMarvin E. Blum, Austin B. Light

401k Real Talk with Fred Barstein 401ks DC plans retirement plan advisor

401(k) Real Talk Episode 137: January 29, 2025

401(k) Real Talk Episode 137: January 29, 2025

byFred Barstein, The Retirement Adviser University,

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How to Handle the Expected Tsunami of New 401(k) Plans

How to Handle the Expected Tsunami of New 401(k) Plans

byFred Barstein, The Retirement Adviser University,

Donald Trump

Trump’s Back: Now What?

Trump’s Back: Now What?

byMarvin E. Blum, C.P.A

Investing Strategies

America’s Best Stock Picker Keeps Beating Passive Funds

America’s Best Stock Picker Keeps Beating Passive Funds

byMatthew A. Winkler