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

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

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

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

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

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

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

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