Just because a client wants to live somewhere doesn’t mean they really should.

Real estate remains a core asset class for many family offices looking to ensure diversification and realize tax advantages.

The pandemic helped pivot the industry in a healthier direction.

Now that the Democrats are in full control, here's a detailed look at the tax law changes they might propose and what advisors can do.

The investment in David Lau's firm demonstrates confidence in the market for commission-free annuities in the RIA channel.

How can a trust be used to improve the beneficiary’s life?