Wealth Think

A sliver of put options in a portfolio could deliver a measure of control and comfort through rocky markets.

A streamlined “one-stop shop” would assist planners of all stripes in performing due diligence and other actions.

Bitcoin and the like may be the future, but right now the tax landscape is complicated.

Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

Under a new Biden proposal, gifts and transfers would be subject to new scrutiny.

The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.

Not only is it a new asset class, but it’s built upon modern technology that differs from its traditional counterparts.

Imperatives include modernizing tech to gain and retain clients and provide them with “personalized journeys,” according to a new survey.

Whether it’s picking a securities attorney or finding a partner that can provide the service and support you need to transition, due diligence is key.