It involves a variety of methods and analytical assumptions

Careful drafting and creative advocacy are becoming more important

An update on key planning developments

Estate planners and clients both need to have reasonable expectations

How the U.S. Supreme Court profoundly reshaped the retirement planning landscape, and other game changers

Robo-advisors are a small part of the wealth management industry, but their recent growth has been impressive. A survey by consulting firm Corporate Insight of 11 leading robo-advisors finds that total assets managed by the firms rose 65 percent...

More countries are requiring an exchange of client information

Private placement life insurance may provide many advantages for your clients