Overhauling Older Estate Plans After the OBBBA

Published on September 24, 2025

Changes may be needed to carry out your client’s intentions.

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10 Fastest-Growing Wealth Markets

September 24, 2025
These countries have experienced a significant wealth influx over the past decade, Henley & Partners finds.      Related StoriesTop 15 Metro Areas to Find Prospects Near RetirementThe Worst RMD Mistakes Clients Made: Advisors' Advice6 Early-Career Financial Skills That Boost Retirement Readiness

JPMorgan Adds Millionaire Wealth Offering to Dozens of Branches

September 24, 2025
The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.