Embracing a broader range of non-English speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says.

But guidance remains murky in the event of no deal.

Harvard University and the University of Zurich, in collaboration with the World Economic Forum, have created a class called “Impact Investing for the Next Generation.” It costs $12,000 a week.

There are a lot of touchy subjects to bring up when you want to preserve wealth over generations.

What you see isn’t necessarily what you get.

What do the programs' rules look like after some recent amendments?

No good deed goes untaxed, so who has to pay?

Investors may find themselves doing nothing due to being overwhelmed by too many choices, paperwork, fear of making a poor decision or just being too comfortable with the status quo.

There’s a common trend in efforts to address income inequality.