For WealthProfessional, Leo Almazora discusses best practices when it comes to succession planning. For one, advisors need to delineate between working in the business and on the business. Many are so ...

As you plan for the year ahead, you may be thinking about how the IRS’ changes to income tax brackets and standard deductions—which include a 5.4% bump in bracket thresholds—could impact the 2024 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. As we approach the end of the year, it’s time for ...

When it comes to handing down the reins to the next generation, law firm leaders aren't the best at giving up control, despite the process being crucial to the longevity of the firm. In two recent ...

Financial planning has constantly evolved with technology. Now, the rise of artificial intelligence marks a more disruptive leap. It has already started to change how plans are built and reviewed.

"It's really hard to get law firms to embrace long-term planning because there's a high sense of urgency for the immediate," said Angela Sebastian, the former CEO of Chicago's Levenfeld Pearlstein.