How enterprise families evaluate and select wealth advisors

Best practices to promote family sustainability

It’s not that important where your clients’ children go to college. What matters more is their teens’ mental health. Advisors can calm parents’ nerves. 

You're looking at him. | OSTILL/iStock/Thinktock While advisors and their clients may look closely at oil prices, interest rates or what’s happening in Greece to have a big impact on their portfolios, the biggest threat to an investment port...

No answer. Clients would have to be crazy not to work with a CFP professional, right? Even the most extreme daredevils wouldn’t trust a non-CFP. At least that’s the message of a new advertising campaign by the CFP Board. The organization’s n...

IRS examines contributions to an irrevocable trust and a trustor’s powers over distributions

The Greater Transfer is coming and it will have a huge impact on your ability to sell your firm for top dollar when that time comes

Navigating ethical obligations when a lawyer and client have an extraprofessional relationship.

Strategies to Unwind Pre-ATRA Transactions