Tablet computing is well established as a mainstream Internet platform - but many of the top defined contribution retirement plan providers haven’t received the memo.

Charitable giving by the rich has almost bounced back to pre-crisis levels, and some $86 billion in bequests are expected over the next 10 years, according to a new report released Friday by Wealth-X and Arton Capital. Click to Enlarge The av...

Tom Clancy's estate can teach advisors a lesson about blended families

Considering that the average age of a financial advisor is 56, the topics of succession planning, practice valuation and exit strategies are hot button issues in our industry today. Here at The Advisor Center, we have seen just how difficult this...

The members have adverse interests regarding trust distributions

Serving the Stagnating Mass Affluent