High Net Worth

Many elite colleges and universities are not requiring the submission of SAT or ACT scores for the 2021–2022 admission season.

The Northern Trust Institute will focus on helping clients dealing with retirement, small business ownership, multigenerational families and major life changes such as divorce or a spouse's death.

The study found that the appetite for human financial advice extends far beyond the high-net-worth population.

Notice 2020-51 also gives guidance on required beginning dates and required minimum distributions.

The Child-Parent Security Act institutes a simple path to establishing parental rights in New York.

Nevada court finds that trust beneficiary’s other resources may not be relevant.

Some key areas for brokers to assess in determining whether they’re subject to the new rules as implementation date approaches.