Living trusts are powerful tools that can help protect client assets and make estate administration easier for families.

A trust is a legal agreement establishing how assets will pass from one owner to another when certain conditions are met.

RIA executives plan to buy other firms while expanding into crypto investing and estate planning in 2026, according to a ...

Most RIA firms still refer estate planning to outside partners, but 5% plan to bring services in-house by 2026, according to ...

WealthManagement.com study shows wealth managers divided on risk tolerance for 2026 as inflation concerns drive portfolio ...

Industry experts predict more major IBD acquisitions in 2026 as AI technology and blurring channel lines reshape the space ...

In addition, Huntington Bank’s wealth division hires a chief investment officer, and Raymond James hire recruiting lead from ...

CEOs and presidents at some of the country’s largest RIAs reflect on a year of rampant acquisition and professionalization ...

SEC alleges fraudsters used WhatsApp groups and fake AI tips to lure investors into bogus crypto platforms, stealing $14 ...

AI-powered client screening helps estate planners filter risky prospects and conduct due diligence before asset transfers ...

Florida Supreme Court ruling allows spouses to convert individual bank accounts into creditor-protected joint accounts easily ...

Industry experts say President Donald Trump's executive order will bring private equity and crypto to retirement plans by ...