Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...

They typically live longer than men and often must overcome earnings gaps, either because of pay differences or career breaks ...

Regularly update your wills, trusts, power of attorney and health directives to reflect your evolving goals. By aligning your ...

Merit Financial Advisors, a Georgia-based wealth management firm, has announced its acquisition of Safeguard Wealth ...

There has been a notable increase in generational wealth planning, with families increasingly including adult children in their estate planning processes. Such inclusive planning not only ...

It’s always wise to hope for the best but plan for the worst, and, with global rates of dementia on the increase, planning for incapacity should be part of everyone's wealth and succession strategy.

Set up in 1986, Rothenberg is an independent, employee-owned investment firm in Canada, providing wealth planning and investment ... any action on the basis of the content on our site.

A study of global wealth transfers reveals a sobering statistic ... This adds complexity to estate planning, as international taxation laws, cross-border inheritance regulations, and foreign ...