Wealth Think

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

Advisors must educate themselves on how climate-related risk can impact the lives, portfolios and net worths of their clients — and communicate those risks accordingly.

After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.

Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.

AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.

So far, around 150 federal disaster declarations have already been announced for 2024, involving 44 states, two territories, and half a dozen Native American tribes or bands.

Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.

When a seasoned investor, ex-health plan CEO and lifelong baseball fan counsels executives on business success, he draws on past and present baseball greats for inspiration.

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

Supervised AI tools can spot opportunities and reduce risk — ideally long before an RIA merger or acquisition closes.