A new Fidelity white paper found that three out of four (76%) high-net-worth investors want philanthropic guidance from their financial advisor, but only one third (36%) say they actually receive it.

Will you outlast your retirement savings?

It's good to limit estate taxes as part of your estate planning strategy. Benjamin Franklin famously wrote that nothing is ...

The newly-formed New Zealand Open Charitable Trust (NZOCT) is praising the support of the New Zealand Open tournament, its partners, supporters and members of the public for a successful launch event.

Martin Behn of Lathrop GPM discusses how multiple jurisdictions affect estate planning for clients with international assets ...

Scott Yoo journeys across Germany to find a window into Brahms’ inner life.

Nvidia CEO Jensen Huang's keynote speech at the chipmaker's annual developers event Monday included new product announcements ...

How can I maximize the long-term impact of my giving? As a financial advisor, you are uniquely positioned to guide clients through their giving journey. Whether they’re new to formalized giving or are ...

Wealthy families leverage complex strategies, including alternative investments, strategic tax planning, and robust estate planning, to ensure their financial legacies endure.

“I am a seasoned landlord, but not an adequately seasoned asset transfer owner in the $1 million+ income property realm.” ...

Bayo Adelaja, founder of Do It Now Now, has distributed over £3 million to Black-led charities and community organisations ...

An estimated $124 trillion will transfer between generations over the next 25 years, representing the largest wealth shift in American history.1 Yet building wealth is only half the challenge, as many ...