Widow of San Diego Padres Owner Alleges Foul Play

The team is at the center of an ownership dispute.

Clearstead Gains Chicago Area Foothold with $420M RIA

The deal is the first announced by the $47 billion RIA under new CEO and President Bradley Knapp.

The Healthy Advisor: Beyond the C-Suite With Aaron Klein

The former Nitrogen CEO opens up about the challenges and rewards of international adoption and his plan for building a…

Pros and Cons of Using a Personal Property Memorandum

It can provide flexibility, but clients should be aware of the risks.

IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. Residents

Crucial clarifications provided that will impact covered gifts and bequests.

Life Insurance: A Path Forward in the Advanced Markets in 2025

Estate tax uncertainty may call for a more holistic approach.

EP Wealth Starts 2025 with $500M Nashville Acquisition

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent”…

401k Real Talk Episode 138: February 5, 2025

Open, honest and candid discussion about DC providers skeptical of AI, Pontera's partnership with Orion, KKR moving into the 401(k)…

RFG Attracts Advisors From Raymond James, Edelman

Jarrod Biebel, a former Raymond James advisor, has created TrekNorth Investment Management in the Denver area, while James Horn, a…

Learn How Clients Can Donate Unneeded Life Insurance

Different ways a client can donate life insurance.