When Clients Move to Florida, Watch Out for These Estate Planning Quirks
By Jane Wollman Rusoff"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 14, 2025
6 Wealth Management M&A Trends to WatchDealmaking is on track to hit another record in 2025, MarshBerry reports.
October 14, 2025
Start Tax Filing Season on Time, Lawmaker Urges IRSThe previous acting IRS commissioner said the start date would be delayed to mid-February to implement OBBBA changes.
October 14, 2025
6 Retirement Confidence Trends Advisors Can’t Afford to IgnoreAmericans’ conception of "retirement" is undergoing a significant evolution thanks to a number of intersecting trends.
October 13, 2025
Strong Q3 Puts Wealth Management Deals in Record TerritoryThe 125 transactions matched a quarterly mark, with year-do-date activity up 44.4% from 2024.
October 13, 2025
Pontera's Fight With Fidelity Over Platform Access Breaks Into the OpenThe firm's CEO says its system is secure and helps advisors better manage clients' held-away assets.
October 13, 2025
10 New Tax Numbers for Life and Annuity Professionals to Know for 2026These are some of the parameters that will shape clients' future.
October 13, 2025
14 Best International Stock ETFs: MorningstarThese funds received a Gold rating in October.