Help clients create a long-lasting legacy.

Across the verdurous fairways of the New Seabury Country Club lies a golfer’s utopia, with stirring ocean views and osprey racing overhead. Inside the clubhouse lurks rebellion...

The CFA Institute’s heritage has long been with institutional equity portfolio managers. But the profile of the CFA’s member base is changing. Today, 40 percent of its members globally and 44 percent of members in the Americas are...

Democracy at work. | Copyright Andrew Burton, Getty Images Smart beta may not simply be a passing fad. Global assets in smart beta ETFs are expected to surge from $282 billion today to $1 trillion by 2020 and $2.4 trillion by 2025, according t...

Exposing gifted wealth to divorce, liability and taxes

Guiding personal trustees

As nearly 10,000 boomers retire each day, we’re entering a period where there are more people with free time on their hands (age 65 plus) than those who are time-constrained (ages 35-44), for the first time in U.S. history. And these boomers will...

Surviving spouse receives taxpayer-friendly ruling in IRA case