According to the DOJ and SEC, Leor Moshe stole over $11 million for personal expenses, including gambling and cryptocurrency, while running a Ponzi scheme…

For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares.

Don’t be a generalist, be specific.

Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.

Drive Planning CEO Todd Burkhalter spent investor funds on yachts, luxury vehicles and private jets while operating what prosecutors called the largest Ponzi scheme…

Insider Ownership Index’s Haren Bhakta details how he built the passive index that weights companies by insider ownership.

Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.

National Make-A-Will Month is a good time to bring up important issues.

The AI marketing platform will charge advisors a monthly fee plus a percentage of assets from clients it helps bring in, similar to custodial…

The complaint alleges that fiduciaries selected underperforming target date funds; to an industry expert, it illustrates the litigation "risk" for wealth firms converging on…