Lynnley Browning

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

The second year of the pandemic unleashed unprecedented exogenous challenges for financial companies heading into 2022. What core trends will shape the industry moving forward?

Consolidation, an aging broker workforce, pivots by advisors away from Wall Street wirehouses and a move to fee-based services are driving the slow but steady trend.

The ruling may offer hope for Gwen Campbell, who alleges that JPM’s private bank is “poaching” and “siphoning” her celebrity clients’ assets away from her management and paycheck.

Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.

The bank’s star recruit, a veteran advisor to famous authors, financiers and professional athletes is not happy about what she alleges is 'poaching.'

Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

The agency has cleared out much of its mammoth backlog of unprocessed returns, but scores of individuals and small business owners remain in limbo.

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

How advisors handle tax advice for their clients can depend on how large their firm is.

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.

The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

The Treasury Department suddenly softened its plan to track consumer transactions after critics protested that it would target low-income workers.

Expecting everything to work seamlessly from day one can lead to a rude shock.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.