Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. While both those points are important and deserve exploration, there is another topic that ...

View post: Macy's is selling $79 winter boots for only $40 during a limited-time sale Estate planning is a normal part of the work that financial advisers do for many of their clients. A key part of ...

The dynamics of generational wealth transfer are evolving as financial advisors take part in a trend toward more inclusive discussions involving family members, according to research from Edward Jones ...

Helping clients move their wealth from one generation to the next can build loyal clients over multiple generations, says Scott Clemons, chief investment strategist at Brown Brothers Harriman Wealth ...

The year-end scramble is on. Planners and estate lawyers around the country are facing an unprecedented rush of clients seeking to transfer wealth to their descendants because Bush-era tax exemptions ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. I’ve noticed a trend over the past few years. Some mature financial advisors feel stuck.

ST. LOUIS, March 20, 2024 – A majority of financial advisors surveyed (89%) report clients have a wealth transfer plan in place and many financial advisors say clients are engaging their families in ...

Foreign and domestic private banks in Switzerland, Liechtenstein, Luxembourg and Monaco are expected to move some SFr475 billion in client assets to competitors during the next three years. In April, ...