Fewer taxpayers itemizing deductions means fewer donations.

Practitioners just don’t believe the high estate tax exemption will last very long.

HNW clients want advisors they trust to engage their families in conversations about more than portfolio performance.

Generation Wealth premieres at Sundance, Securities America advisors are allowed to text and Triad LC joins Signature Family Wealth Advisors.

With mid-term elections looming, expect tight timing for more changes.

Direct and indirect changes create new and interesting life insurance planning opportunities.