Five characteristics advisors should look for when thinking about succession.

The retainer-based fee movement is a growing alternative to the AUM-based model.

Biotech billionaire Dr. Phillip Frost claims the merger disregards obligations owed to him as a shareholder of certain notes.

The key is thinking in advance about how to make the best possible impression.

If you want results, you’ll need to guide the process.

Helping high-net-worth families communicate about wealth.