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

Clients are increasingly on the move, here's some advice to give them before they start packing up.

Industry leaders weigh in on what trends plan consultants should monitor in the year ahead.

Buyers and sellers both should take an active role in identifying and mitigating client retention risks.

Build it right or you’ll be walking on eggshells.

The pace of tax-free bond sales could drop this year to a more than two-decade low.

After a year like 2020 that’s presented so many unexpected challenges, end-of-life planning is top of mind for many.