Practice

Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors.

Today's consumers expect a user-friendly experience from almost every app or website. But there's one area where they're not getting it: retirement.

The contracts can shield one spouse from another's debt and spell out what happens when one party earns more than the other.

NASAA proposes new conduct standards for real estate trusts, updating net income and worth limits.

An advisor with strong client relationships can make a move whether markets are up, down or sideways.

Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.

Taxpayers are concerned the extra $80 billion will lead to more tax audits.

A billionaire from post-Soviet Georgia and the giant Swiss bank are duking it out in Singapore over the failure of a trust company owned the financial institution to catch shady transactions.

With a prediction of a historically high Social Security COLA, some worry about tax consequences

In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.