The couple had been married 35 years, but when the wife passed away, a portion of her estate was inaccessible to her husband. The wife had set up an investment account 40 years ago, before their ...

Wealth management is now a technology business. There’s a digital tool for every aspect of a financial advisor’s day-to-day life — from marketing and prospecting to onboarding new clients, creating a ...

Many people don't realize the extent of their electronic and digital lives and the potential problems they're leaving for others to deal with. Few things these days do more to increase the cost of and ...