Seventy million baby boomers are preparing to pass an estimated $15 trillion in assets to younger cohorts in the next 10 years.

Given the difficult market conditions over the past year and increasingly competitive financial planning landscape, 2023 may be the right time to consider building out your firm’s offerings.

The Milken Center's first major research project combines data on health, safety, personal freedom and other categories, with Massachusetts coming out on top.

Holding on to generational assets like mineral rights, rather than selling them off before you pass on, could hold several benefits for your beneficiaries.

A new study shows why millennials may need to scrimp and save to equal their parents’ financial success.

Could this approach turn the estate-planning industry upside down?

Helping HNW clients with lifestyle-based needs.

Explain the “how” and the “why” of changing domicile.