High Net Worth

This approach allows an advisor to focus on what matters most to each client, adding more value to their services and growing client relationships.

The industry is grappling with an unprecedented set of existential challenges.

CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.

The ruling underscores importance of careful will drafting and estate administration.

Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.

It’s time to have uncomfortable conversations; advisors must step up .

Nicolas Puech wants to leave his sizable inheritance to his 51-year old gardener.

The Trump-era tax cuts largely gutted the federal estate tax by massively increasing the individual estate and gift tax exemption to roughly $13 million for 2024.

It’s too easy for managers to earn performance bonuses now that interest rates have risen.