Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients ...

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for ...

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and ...

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar ...