A Special Needs Trusts require more precision, more care, and more stewardship than any other piece of an estate plan.

Spain ended its Golden Visa and Italy restricted ancestry claims. Here's where American retirees can still get a second ...

When it comes to financial advice, what you pay can vary based on what you get. An advisor who simply sets you up with a ...

Financial advisors share insights on Dave Ramsey's top money advice, highlighting what works, what may not, and practical ...

When I turned 21, my grandfather gave me money as long as I see a financial advisor with him and invest. It's the best gift I ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

January is a time of new beginnings for everyone, and wealth managers are no different. The end of December can be an ...

Learn how independent financial advisors operate.

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Learn strategies for High-Net-Worth individuals to manage wealth.

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the ...

Michael and David Sztrom, California-based investment advisors, were hoping to block an SEC administrative proceeding that ...