A spousal lifetime access trust (SLAT) is a popular estate-planning tool for married couples, particularly those who don’t have the means (or desire) to permanently transfer wealth outside of the ...

Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, today announced the launch of a new estate planning service offering through its relationship with Wealth.com, a ...

Access to a financial adviser strongly correlates with employee participation in a retirement plan, according to a new study. Morgan Stanley at Work Tuesday released research from its workplace ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

A new registered investment advisory firm aims to help more financial planners use fee models that separate their professional craft and calling from investment and portfolio management. Processing ...