3 in 4 HNW individuals include charitable legacy in estate plans
Intense Life Desires Remember A Charity called on financial advisers to have conversations with clients about integrating charitable...
Expense Tracking
Real estate a big beneficiary of Trump’s OBBBA
Photographer: Nikita Sobolkov/nikkytok – stock.adobe.com Depending on the nature of the business, various provisions of...
Pensions Minister to help draft Autumn Budget
Torsten Bell, Minister for Pensions Pensions Minister Torsten Bell has been called on by Chancellor...
What OBBBA means for HSAs: key takeaways for advisors
Health savings accounts (HSAs) remain one of the most versatile tools in a client’s financial...
Pension transfer scam red flags pass 94%
This is the second time the Index has passed 90% over the past year. Over...
IBD Elite 2025: Fastest growing independent brokerages
In a year of substantial growth for the independent brokerage channel of wealth management, these...
The Risks Of AI Meeting Notetakers: Evaluating Accuracy And Data Privacy In Tools
For financial advisors, maintaining accurate and comprehensive client meeting notes has long been a core...
LGT adds Scots tax specialist as demand rises
Kirsty Thomson LGT Wealth Management has appointed Kirsty Thomson as a wealth planner in its...
Morgan Stanley wins $3.7M arbitration award from ex-broker
For all the good the wealth management industry does for investors, there are always sad...
August continuing education quiz open for financial advisors
Enjoy complimentary access to top ideas and insights — selected by our editors. Financial Planning’s...