Wealth Planning

The estate-planning platform currently boasts over 13,000 advisors.

Tax Court imposes an accuracy-related penalty.

A breakdown of the top-level proposals from each side of the aisle.

All too often, the first issues that arise after a loved one dies are disputes about their funeral and burial arrangements.

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.