Over the many years that I practiced, the popularity of the charitable remainder trust ebbed and flowed. Though always ...

John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking ...

The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg ...

Younger generations are also more likely to use charitable giving vehicles such as charitable trusts, family foundations and ...

Digital assets and social media fraud were frequently cited in the states’ investigations and enforcement actions in 2023, ...

What is currently driving clients to seek guidance about estate planning? To find out, Trusts & Estates recently conducted an ...

In recent research, we wanted to examine how various asset classes have performed during periods of controlled inflation.

(Bloomberg) -- Vice President Kamala Harris has gone silent on Democrats’ bid to tax unrealized investment gains — casting ...

The Internal Revenue Service has released Revenue Procedure 2024-40, which specifies t he annual inflation adjustments for ...

Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever.

StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market ...

The largest thematic ETFs in the U.S. currently include Global X US Infrastructure Dev ETF, which contains $7.4 billion in ...