Wealth Planning

The digital estate planning platform's leadership team will remain intact. NGL CEO Knut Olson says the deal is an "investment, not an integration."

The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion.

Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs.

The final regs depart significantly from the proposals released on July 31, 2020.

The so-called ESG rule, or “Financial Factors in Selecting Plan Investments,” was the only Department of Labor rule listed for review by President Joe Biden’s transition team.

Shifting the focus from "wealth" to "well-th."