Some data suggests advisors are taking more of an interest, even if the majority are still too 'stale, male and pale' to consider a change.
It’s critical that the couple understand and adhere to the rules governing their acts.
A new report from Forbes Insights and Temenos also found a majority of wealth managers saw attracting mass affluent clients as "highly important" for their practice.
The relationship between the Massachusetts estate tax and the federal gift tax regimes can lead to somewhat surprising results.
It's imperative to have specific, well-defined parameters in mind.
