David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
When it comes to financial education, it pays to start early, and advisors should play a meaningful role in ensuring that what’s taught is actually effective.
Despite the possible repeal, estate planning attorneys attending their biggest professional conference said they remain optimistic about the need for their services, and see a closer working relationship with...
Here are a few lessons on working with high net worth clients to think about while you watch all of the classic Christmas movies. Perhaps the most important of all: Family is everyone's top consideration.