Is a Spousal Trust the Right Estate Planning Strategy for Your Client?
By Bryan AppelSLATs provide flexibility and tax benefits, but the increase in the lifetime estate and gift tax exclusion has shifted the conversation.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.
July 07, 2026
Don't Forget the Personal Rungs on the Career LadderOver my long career representing financial professionals, I've learned that money and ego are not enough to succeed.
July 06, 2026
More Families Are Defining What Their Wealth Is Really ForMany families are moving beyond foundational governance tools, a report finds, to what the assets ultimately intend to support.
June 30, 2026
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: SurveyThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
June 26, 2026
Why Advisors Need to Be Transparent About AIClient reaction depends heavily on whether their financial professional's use of the technology feels helpful or hidden.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.
June 24, 2026
From Chatbots to Workflows: Where AI Creates Advisor CapacityThe technology will reach its wealth management potential only when it moves beyond tools.