

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.
The move could impact future studies on retirement trends, policy and aging in America.
A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.
When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.
A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.
SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.