Encourage clients to create a "red file" to cover issues beyond traditional planning.

Inheritance matters a lot more than previously thought. Guess who’s getting the lion’s share.

Two simple tax changes can help a lot of American families.

Harvard's take was the most by an U.S. university, which collectively took in $41 billion in 2016.

Investing via the Jim Cramer-decibel factor, why Personal Capital users are upset about the fiduciary order and where footballers go after their NFL careers.

Utah Jazz owner Gail Miller recently made basketball news by announcing that she and her family had transferred the NBA team into a dynasty trust.

Though the order itself may not necessarily impact most HNW individuals directly, many clients are concerned about the message it sends and what may happen next.

If you want to tie the knot on the cheap, head to the Midwest.

Americans are behind on saving, SRI may be the way of the future for investing and Howard Schultz is wealthier than you might guess.

Many subjects that serve as substantial planning motivators aren’t found on client questionnaires and are frequently absent from planning discussions.