• Internal Revenue Service updates qualified domestic trusts (QDOT) regulations— On Aug. 21, 2024, the IRS published proposed amendments, REG-119683-22, to the regulations under Internal Revenue Code ...

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Raising younger generations to become financially responsible adults is critical to maintaining a family legacy.

Sports and activities coverage. Extends medical coverage for adventure sports like hiking, skiing and mountain biking, which ...

The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according ...

The pilot program was open to a total of two million individual investors in five equity index funds that have combined assets under management of more than $100 billion.

The objective of asset allocation funds is to provide better-than-benchmark returns with (possibly) lower volatility through ...

America’s IRA expert, Ed Slott, shares his thoughts on whether we should continue to contribute to 401 (k) plans and IRAs during this entertaining conversation. Ed also explains his preferred ...

Ryan Hughes, CEO of Bull Oak, a San Diego-based RIA, started his firm with no assets under management, and now manages $175 ...

Thierry Noir’s An incredible burst of energy spreads around the market square sold for £25,400 at Phillips Modern & ...

The move into Raymond James’ independent advisor channel is one of several across the industry Monday, including an advisor ...

The convergence of wealth, retirement and benefits at the workplace is exposing both the power and weaknesses of the defined ...