Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability.

The push to fundraise from wealthy individuals is turning managers into high-end concierge services.

Understanding the outsized influence of Gen Z.

The system is unfair, unbalanced and underperforming.

A pension expert says millions will find they can’t afford to quit their jobs, while others may be forced out of work before their nest egg is ready.