WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination Thursday, February 20, 2025 | 1:00 PM ET ...

IN THIS ISSUE: THE RUNDOWN: Tax Law Update, Tips From the Pros and Technology FEATURES: Estate Planning & Taxation and Fiduciary Professions COMMITTEE REPORT: Elder Care / Special Needs and Ultra ...

The latest Wealth Management IQ Best Practices Research Study establishes benchmarks for which channels and practices firms are currently using to market themselves to potential clients.

In the Q4 2024 Capital Group / DeVoe RIA Deal Book, interest rate cuts spurred a blockbuster fourth quarter that contributed to a new high of 272 transactions last year.

Feature on International PracticeTrusts & Estates: May 2025 Digital Edition Feature on International Practice ...

State legislatures have been very busy on several trust and estate-related fronts. Here’s an update on some key planning developments across the country through Dec. 6, 2024. State-Level ...

Have you been keeping up with the latest developments in trusts and estates law? Take this quiz to find out if you understand the key strategies and techniques used by estate-planning ...

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

The 22 Best Advisor-Sold 529 College Savings Plans Top performers include state-sponsored offerings from BlackRock Advisors, T. Rowe Price, Hartford Funds and Putnam.

The RIA Edge list for 2025, presented by WealthManagement.com and Discovery Data.

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.