Estate Planning Strategies Amid Tax Policy Uncertainty

One of the most striking things about the One Big Beautiful Bill Act is that so…

Financial Advisors Face Succession Planning Challenges as Retirement Looms

Advisors often—and repeatedly—cite the benefits of long-term planning with their clients, a hallmark of any financial…

Motley Fool Wealth Hires Financial Planning Head, AlphaCore Adds CIO

Motley Fool’s Wealth Unit Brings on Financial Planning Head Motley Fool Wealth Management, an affiliate of…

What Can Shakespeare Teach Us About Estate Planning?

Jay E. Harker is a lawyer and senior trust company manager with extensive knowledge about trusts and…

SEIA Hires Financial Planning Lead from Fidelity

Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles,…

Real estate tax planning strategies with pitfalls

The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial…

Major Tax Changes for Estate Planning

On July 4, 2025, President Donald Trump signed into law the nearly 900-page One Big Beautiful Bill,…

Trump’s tax bill offers planning opportunities for clients

Tax clients are already starting to ask their accountants about the many changes in the massive…

Psychedelic-assisted therapy and financial planning

Psychedelic drugs that have shown therapeutic promise for veterans with post-traumatic stress could help some people…

Impact of House NCAA settlement on financial planning

Financial advisors’ business case for working with college athletes picked up a multibillion-dollar infusion last month…

Estate Planning Strategies Post-One Big Beautiful Bill Act

The One Big Beautiful Bill Act (OBBBA) is now law. While media attention has focused on…

Impact on Planning Strategies for Wealth Managers

On July 4, 2024, President Trump signed a new tax law, Section 70106 of H.R. 1,…

How advisors can reduce estate planning conflicts in 4 steps

Whether it’s a reluctance to discuss death or hesitation to ask about inheritance, a lack of…

A Hidden Challenge in Retirement Planning

Based on my limited experience, anecdotal evidence and the emphasis on investments in the advisory business,…

HKMCA Unveils ‘Panda Mode ON!’ Campaign to Promote Retirement Planning

Iris Coleman Jun 24, 2025 21:00 HKMC Annuity Limited launches ‘Panda Mode…

AI financial planning platform Quinn set to disrupt market

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing…

Conquest Planning Raises $80M in Series B for AI-Powered Financial Platform

Conquest Planning, the artificial intelligence-powered, Canada-based, financial planning platform founded by Mark Evans (creator of Naviplan)…

5 lessons for retirement planning with transgender clients

Retirement planning with clients is never simply about the numbers, advisors say. That’s equally the case…

AI Assistant ‘Steijn’ Revolutionizes Meal Planning in the Netherlands

Zach Anderson Jun 16, 2025 06:34 Steijn, an AI assistant, is transforming…

Big Brands, Culture, Succession Planning Debated

Wealth Management EDGE kicked off Wednesday morning with a wide-ranging debate on some of the most…

Wealth.com launches estate planning event for advisors

Financial advisors seeking to bring more tax-related services to their wealth management businesses could get a…

Financial advisors use second languages as a planning niche

Advisors often carve out niches by focusing on unique client groups, from tech start-up millennials to…