Planning With Divorce in Mind
Drafting for flexibility is key
NREI Feed
Trust Administration as a Developmental System
Beneficiary engagement and self-determination theory
Incomplete Gift Non-Grantor Trust Traps And the Disappearing Adverse Party
Does the arrangement provide real economic interests and governance limits?
Deals & Moves: NewEdge Adds AllianceBernstein Team to Lead New Houston Office
Also, $800 million Steven Capital acquires a CPA firm with 300 tax clients; Wealth Enhancement acquires two firms with a combined $854 million in assets; and Maridea and Janney expand in Chicago.
Q&A: AE Wealth’s President on Building the Advisor Experience Layer
New President Shannon Larson plans to scale the RIA through organic growth, enhanced technology and expanded services for advisors working with high-net-worth clients.
Federal Estate and Income Tax Issues Affecting Artwork Located In the United States at Death
Overlooked transfer, custody and sale risks.
Transfers of Fund Interests
Beware of three common misconceptions
Why Today's Private Credit Headlines Miss the Bigger Story
Inexperienced firms struggle as conditions tighten. Seasoned managers with decade-plus track records, conservative structures and sector expertise navigate challenges better.
Rescuing Unused Exemption With Upstream GPOA Planning
The technique allows wealthier clients to obtain a favorable basis adjustment
What’s Next for Older Americans?
Policymakers are wrestling with how retirees will have enough to live on 10 years from now
Tax Law Update: September 2026
The most notable tax law developments of the past month
Planning With Embryos
Understanding the practical issues and corresponding legal requirements.
Invesco Slashes Fees 20% to Get Property Fund Investors to Stop Pulling Cash
Clients of the Invesco Core Real Estate—USA fund can also cash out at a discount in an upcoming tender offer.
How Baker Street Advisors Built a $21B RIA Through Organic Growth, Client Focus
Baker Street Advisors sold a majority stake in 2015, but rather than become a serial acquirer, the San Francisco-based RIA focused on client commitment, referrals and homegrown advisors.
Twelve Reminders for Clients with DAF Accounts
Advisors are uniquely situated to have these discussions.
WealthStack Roundup: Organic Growth Platform VastAdvisor Closes $1M Funding Round
In addition, FP Transitions releases an RIA value estimator, NewEdge’s Anthropic use leads to client outputs, and XYPN members get a deal on AI-backed client communications.
The IPO Wealth Wave Has Just Begun. Most Advisor Platforms Aren’t Built for It
An IPO isn’t the finish line. It’s the beginning of an entirely new set of financial complexities, particularly for clients crossing the $20 million threshold into ultra-high-net-worth territory.
High Stock Valuations Push Advisors Toward Private Markets
Stretched public equity prices and rising infrastructure demand are driving wealth managers to expand allocations beyond traditional stocks and bonds.
Why Decumulation Is Changing the Basis of Competition
Record keepers must support multiple advice pathways as 11,000 Americans turn 65 daily, shifting competition from product leadership to enabling comprehensive guidance.
Franklin Plans to Push Tokenized Assets Into Traditional Funds
The firm plans to use its tokenized money-market fund inside ETFs and mutual funds, either as a holding or as collateral, according to a letter posted by the SEC.
