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Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.
June 26 -
Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.
June 23 -
Although wealth management firms want to acquire clients for growth, they're missing a significant segment.
June 21 -
Four estate planning experts, including at Bank of America Private Bank and UBS, offer advice on the unique challenges of working with creative professional clients.
May 11 -
The Oracle of Omaha and his longtime friend and business partner Charlie Munger chided wealth managers at their annual event, but offered lessons in life and business.
May 8 -
At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.
April 26 -
Effective strategies depend on attention to ever-changing laws and to the clients' personal circumstances.
April 11 -
Millennial investors across wealth segments are beginning to work with advisors at a much earlier age than prior generations did, a new Ameriprise study shows. Here's why, and what advisors can do about it.
April 5 -
This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.
April 4Neal Gerber Eisenberg's Private Wealth Services practice group -
New technology can speed up advanced planning procedures that used to require hours of manual data entry, according to the advisor and technology entrepreneur.
March 13