By 2045, millennials and Gen X are projected to control 80% of all private wealth.

Philanthropy expert Jonathan Tidd addresses some key questions for advisors.

Despite its advantages, portability isn’t always recommended.

Five red flags for practitioners to look out for.

Some tips to help prevent your clients from ending up like HBO's Roys.

How to give agents value for their cash.

U.S. Court of Appeals grants summary judgment to IRS.

If not, that’s on you.

More audits are coming.

Finding the clarity to design a legacy that reflects the best of who you are and what you stand for.