Include Well-Being Trusts in Your Planning Toolkit

Published on August 20, 2025

Martin M. Shenkman and Joy Matak explain how a well-being trust can holistically serve a beneficiary’s needs.

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How Much Should You Involve Your Team During Transitions?

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This week’s column will explore the impact on team members and how to navigate a successful transition when your team has become like family and they care deeply about keeping the status quo in place.

Advisor Tech: Who’s in (& Winning) the AI Race?

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In a profession that once relied on handwritten notes and leather-bound appointment books, financial advisors now stand at the cusp of a seismic shift. Artificial intelligence is no longer just a buzzword floating around fintech conferences.