Foundation Source client survey reveals that donors took a long-term mindset.

Real estate values in wealthy neighborhoods are reflecting broader pandemic migration.

The first step in formulating an exit plan isn’t focusing on 'the numbers' but rather evaluating where a client actually is in relationship to their expectations.  

The insurance company may be allowed to alter the deal during the contracted term.

Wealthier people are most likely to outlive mortality averages; advisors have a special obligation to focus on longevity risk with their clients.

The Los Angeles Lakers star has built a $1.1 billion fortune by being a dominant force on the basketball court and an active dealmaker and investor on the side.

Related Cos. is seeking opportunities for real estate projects outside of West Palm Beach and Miami, where the firm has already established a presence.

The Nebraska Supreme Court held that the owners of Crete Carrier Corp., a major U.S. trucking company, failed to abandon their domicile in Nebraska for a permanent residence in Florida. 

Key highlights for RIAs and their clients.