Summerhill Wealth's Olivia Summerhill explains how she’s focused her practice on ultra-high-net-worth divorcees, allowing her to set her fees high and commit to working with no more than five active clients at any time.
A potential shift in the credit amount could lead to unwelcome surprises.
Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out.
The acquisition furthers Captrust's hold in the retirement plan space, now at over $600B AUA.
Beware of requests to verify your EFIN.
