The Latest

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Paige is a vice president, benefits consultant based in Los Angeles, California. She consults on best practices for health and welfare and plan design that help employers control costs and mitigate risk while enhancing employee engagement.

Jerry R. Sneed, CFA, CAIA, is co-founder and managing partner of Third View Private Wealth. Reach him at jsneed@thirdviewpw.com.

Frank J. McKiernan is managing partner at Third View Private Wealth. Reach him at fmckiernan@thirdviewpw.com.

Ida Liu is the global head of Citi Private Bank.

Ruth Lee is the founder & CEO of Big Think LLC

Dotan Y. Melech is the CEO of CTrust, a cannabis credit rating and risk monitoring firm.

Financial Planning's upcoming ADVISE AI conference will feature industry-leading experts from firms including Microsoft, Orion and CogniCor who will offer insights on how advisors can use AI to grow their businesses.

Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.

Schwab vehemently denied allegations that it mishandled clients' uninvested cash, calling the putative class action just the latest in a series of "unsound, copycat lawsuits."