Protecting Dolly Parton's Estate From Tax Shocks, Conflict and AI
By Jane Wollman RusoffEstate planning attorney Nolan James walks advisors through what it takes to preserve a complex legacy.
August 27, 2026
PRO
Affluent Clients Need a Reality Check on Long-Term Care CostsIndustry data whisperer Lily Vittayarukskul looks at the story "statewide average cost" tables don't tell.
August 27, 2026
PRO
Selling Your RIA to Private Equity Without RegretsTalk to multiple firms, do your homework and prepare for a mindset shift, Allworth Financial co-founder Scott Hanson advises.
August 24, 2026
What It Takes to Advise Athletes and Entertainers at UBS"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 17, 2026
PRO
The Roth IRA Strategy Advisors OverlookAdvisors are underusing IRAs, says tax and ERISA attorney Adam Bergman, who founded IRA Financial.
August 13, 2026
Your Clients Want to Talk About Estate Planning. Don't Shy Away.Done right, the process can lead to stronger client relationships and increased AUM, Vanilla's Gene Farrell says.
August 11, 2026
PRO
Meet the Middle MarketNational Life Group CEO Mehran Assadi looks at the art of building a big business, one small account at a time.
August 10, 2026
For Advisors, It's as Simple as 'Grow or Retire'Financial professionals must plan their next steps or risk stagnation, Silver Oak Securities CEO Billy Hopkins says.