Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

The topic of estate planning never has been easy. Trying to do so in an era when estates are more digital in nature: That’s ...

Estate planning is more than just drafting a will. As an Idaho estate planning attorney, I've seen many clients focus on the ...

Beyond the distribution of assets, estate planning also involves preparing ... Partners and associates of BD&P are members of Digital Journal's Insight Forum. Innovation+ in the Plus 15 turns ...

While you don’t need to monitor every new law obsessively, staying informed about key regulatory shifts is crucial.

National Bank of Oman (NBO) saw very strong financial performance over the review period, led by its impressive product ...

Effective portfolio management strategies—for example, tracking critical dates like renewal deadlines—are the backbone of a ...

RBC Wealth Management's unique expertise, innovative solutions and client-centric approach make it the leader in private ...

Sydney-based “death tech” Safewill aims to steer more Australians away from inheritance showdowns by making estate planning ...

Târgu Mureș, located in central Romania, is actively using NeoTech’s AI-powered 3D mapping technology to modernize urban ...

Discover the best online will makers for April 2025. Create and store important legal documents without hiring a lawyer.

Tenev said that in financial services, loyalty is particularly important because it’s “equivalent to wallet share.” ...