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.

Clade connects wealthy investors, HighTower adds a team in New Mexico and deVere Group launches a cryptocurrency app.

Technology and family drive young investors’ advisory decisions, but gifts are still very much appreciated.