Practice

Citigroup finds 31% of the changes needed for the move to faster settlement cycles still have to be completed.

The Trump campaign is proposing a grab bag of tax cut proposals that could collectively cost as much as $10.5 trillion over a decade.

Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.

AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

The Internal Revenue Service is ramping up its scrutiny of large partnerships, leveraging increased funding under the Inflation Reduction Act of 2022.

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

Lawyers note the kinds of grievances the firm allegedly withheld are what potential clients look at when choosing advisors.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.