Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability.

The push to fundraise from wealthy individuals is turning managers into high-end concierge services.

Understanding the outsized influence of Gen Z.

The system is unfair, unbalanced and underperforming.

Can investors have their cake and eat it, too?

The available advocacy tools aren’t as fraught or complicated as they may seem, and the payoff for communities is huge.

The United States has pushed back on a global minimum wealth tax on billionaires.

A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value.

A comprehensive guide to family conflict and asset distribution.