Practice management

Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.

AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

The Internal Revenue Service is ramping up its scrutiny of large partnerships, leveraging increased funding under the Inflation Reduction Act of 2022.

Lawyers note the kinds of grievances the firm allegedly withheld are what potential clients look at when choosing advisors.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

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."

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.