Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. While both those points are important and deserve exploration, there is another topic that ...

View post: Macy's is selling $79 winter boots for only $40 during a limited-time sale Estate planning is a normal part of the work that financial advisers do for many of their clients. A key part of ...

The dynamics of generational wealth transfer are evolving as financial advisors take part in a trend toward more inclusive discussions involving family members, according to research from Edward Jones ...

Helping clients move their wealth from one generation to the next can build loyal clients over multiple generations, says Scott Clemons, chief investment strategist at Brown Brothers Harriman Wealth ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. I’ve noticed a trend over the past few years. Some mature financial advisors feel stuck.

The year-end scramble is on. Planners and estate lawyers around the country are facing an unprecedented rush of clients seeking to transfer wealth to their descendants because Bush-era tax exemptions ...

ST. LOUIS, March 20, 2024 – A majority of financial advisors surveyed (89%) report clients have a wealth transfer plan in place and many financial advisors say clients are engaging their families in ...

We have seen an increasing number of clients approach the point where they must start to think about transferring wealth to descendants. In my time working with these clients, I have come to ...

Foreign and domestic private banks in Switzerland, Liechtenstein, Luxembourg and Monaco are expected to move some SFr475 billion in client assets to competitors during the next three years. In April, ...