U.S. states including South Dakota, Nevada and Delaware have become havens for financial secrecy.

The Bill & Melinda Gates Foundation -- the largest philanthropy in the study, with almost $50 billion in assets -- was the only one to report that 0% of its holdings are with diverse firms.

There are unique considerations advisors need to take into account.

Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO.

New $67 Fee for Estate Tax Closing Letters Begins Oct. 28.

Around 90% of affluent households indicated they had responded to the Covid-19 pandemic with donations to organizations that provide basic necessities such as food, shelter and health care.