Gene Farrell is the president and CEO of Vanilla. Gene joined Vanilla as the company’s CEO in 2021 after 4 1/2 at Smartsheet, where he helped take the company public and scale the business from $100M ...

Technology makes estate planning scalable for advisors, boosting client retention and capturing next-generation wealth ...

Plan sponsors and advisors confront critical choices as AI transforms retirement plans and wealth-retirement convergence ...

Goldman Sachs pays $2 billion for Innovator Capital Management, gaining $28 billion in ETF assets and buffer fund expertise ...

Dynamic landscape of private markets including the recent surge in private market investments, and concerns about potential risks and systemic impacts.

Nevis recently secured $35 million in a Series A round from Sequoia, Iconiq and Ribbit Capital to use AI for streamlining ...

Labor Department abandons appeal of Biden fiduciary rule as Trump administration signals new retirement advice regulation by ...

Doug Woodham explores Jean-Michel Basquiat's complex estate challenges, from illiquid art assets to family disputes and tax issues ...

Trusted contacts protect clients from elder fraud and financial exploitation while bridging gaps in estate planning ...

Read the latest expert commentary from Jeanne Cotroneo Darrow, CEO of Working With Words, on WealthManagement.com.

Help clients navigate tax rules, financing hurdles and estate planning when buying second homes abroad with this expert ...

High earners face new limits on charitable deductions starting 2026. Learn key strategies to maximize tax benefits now ...