Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.

Key conversations for advisors to have with baby boomer business owners and their families.

How practitioners, firms and family can help.

With fast evolving changes in regulations, taxes and applications, recordkeeping is key.

Is this a tax evasion scheme or a legitimate planning strategy?

Helping clients do charitable planning properly will boost your business. Here are some options.

The leader of the 75-year-old fund manager reveals some of her off-duty routines and preferences.

Round numbers, cryptocurrency transactions and the child tax credit could all be possible triggers for an audit.

Stars are facing legal questions on how they tout their involvement in the nonfungible-token market and whether they need to disclose paid endorsement deals.

The survey found that 79% of Black millionaires and 72% of Hispanic high-net-worth individuals favor investments that make a positive social impact, such as promoting equality and inclusion.