The SEC found that after a merger, First Horizon did not properly follow its Regulation Best Interest procedure when making ...

Department of the Treasury finalized regulations (final regs) related to the basis consistency requirements under Internal ...

Many advisors may view AI as a silver bullet, one that will replace their back-office staff. But panelists at the Future ...

Despite significant hardships, advisor Marissa Nehlsen offers a story of hope for others in pain, as she has yet to slow down ...

The Act aims to bolster affordable housing through significant federal investment. This legislation isn’t just a housing ...

Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer ...

Planned giving officers for charities, lawyers and other professionals who advise individuals who make significant gifts to ...

Charitable giving through planned giving instruments, such as bequests, charitable gift annuities and life insurance ...

Ali Bedford discusses how lawmakers and thought leaders in Washington, D.C. have turned their attention to 2025.

The emergence of decentralized unincorporated autonomous organizations.

Al W. King III describes how the purpose trust has evolved into a powerful estate-planning vehicle in the United States.

Charitable giving is one of the most rewarding experiences, both personally and professionally. Some of my most satisfying ...