Over the past year, branch managers have kicked their recruiting efforts into high gear as more financial advisors looked for new homes. But successful recruiting also requires making sure that new hires do a good job once they take their seats. A...

Here’s the latest in automated will and trust drafting from WealthCounsel

The landscape in which all wealth advisors manage trusts and create estate plans is about to be altered dramatically. But those changes may not be the ones everybody is expecting.

Teams are easy to form, but it's another thing all together to make that team function optimally. The most common mistake advisors make is forming a team without doing the proper homework.

Now may be the perfect time for clients to donate land for public preservation. Consider and understand the option—and its tax benefits

BRIEFING 10/ Tax Law Update David A. Handler, partner, and James Thibodeau, associate, in the Chicago office of Kirkland & Ellis LLP, report on: • Estate of Murphy v. United States—Arkansas district court examines valuation, estate inclusion...