Estate's confidential trust structure offers lessons for advisors on illiquid assets.
Wealth managers weigh in on whether bitcoin's retreat from its $126,000 all-time high changes the long-term investment case — and what role it should play in client portfolios
Kirk Loerwald says the Protect College Sports Act does not address some key financial risks for college athlete’s NIL contracts.
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.
Next-generation readiness and reluctant incumbents top the list of transition barriers.
Beacon Pointe's 10,000-woman survey links advisor relationships to sharper money confidence.
Potomac Financial Group's move from Raymond James marks Concurrent's first foothold in Maryland as IBD breakaways accelerate.
Families plan to spend about the same this school year, but inflation is stretching budgets and driving more value-focused shopping.
As firms seek future advisors, Mu Nu Upsilon is creating an early pipeline through mentorship, networking and hands-on financial planning experience.
Wealth gap widens further as savings plunge and credit card balances hit record highs.
WestPac says fragmented advice teams leave concentration risk unmanaged.
With rates averaging 7.60% and lenders scrutinizing reserves more closely, four advisors explain what clients get wrong before applying for a vacation home mortgage
Three industry leaders say the term has become marketing noise — and explain the specific questions advisors must ask before signing on
Nearly half cite regulatory pace as top risk as SALT audits intensify nationwide
New report shines a light on wealthy population and reveals where their living costs are highest.
CEO of KPC Private Funds says advisors gain an edge through institutional-grade access, not by chasing pre-IPO deals directly.
Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
Nearly nine in 10 parents say they’re comfortable discussing money with their children, reflecting a generational shift in financial education.
Ensemble Practice data show profit margins climbing for a decade while organic growth from new clients flatlines near historic lows.
Nearly half of adults in their 40s and 50s now support aging parents and adult children at once — and four advisors say a single blended allocation no longer works
