Why Wealthy Couples Turn to Post-Nups to Clarify Asset Division

Published on July 24, 2025

The agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.

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Why Understanding Taxes Is a Must-Have Skill for Advisors: Cerulli

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Investors, especially high-net-worth households, expect advisors to cut their tax bills, the research group says.

Zephyr's Adjusted for Risk: The Future of Wealth Management with Jim Gold

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Zephyr's Ryan Nauman and Steward Partners' Jim Gold discuss the evolution of wealth management, the role of RIAs, technology and private equity in the industry, and concludes with advice for financial advisors on building sustainable practices and adapting to industry changes.