The ability for a deceased spouse’s estate to transfer, or “port,” its unused estate tax exemption to the surviving spouse can be a powerful transfer tax planning tool. However, despite its potency ...

Each spouse, as grantor, creates a trust for the benefit of their spouse, children and future generations. The non-grantor ...

When a married couple moves from one state to another, their property rights as spouses can change in unexpected ways. The ...

Read the latest expert commentary from Dan Aronson, Head of Specialized Investment Solutions at Janus Henderson, on Wealth ...

Equity-linked note ETFs provide diversified access to derivative income strategies while helping advisors manage operational ...

Farther announced a $150 million Series D round as the RIA reaches $23 billion in recruited assets since its 2019 founding ...

Rafael Loureiro of Wealth.com discusses how AI can help advisors deliver more continuous estate planning experiences ...

Choosing the right billing methodology can improve revenue and firm valuation, making it an important consideration in the ...

A 22-person advisory team departed Wells Fargo Advisors Financial Network to establish the fee-only RIA in Jacksonville, Fla.

IRA mistakes may look small on paper, but Denise Appleby explains how the wrong rollover method, missed 60-day deadlines, ...

Social Security is one of the most important retirement income levers, but Heather Schreiber explains why it should not be ...

Tax-efficient retirement distributions can help advisors unlock more after-tax income and stronger legacy outcomes for ...