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Estate Planning

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  1. UPDATE: These tips can help advisers attract -- and keep -- high net worth clients

    UPDATE: These tips can help advisers attract -- and keep -- high net worth clients

  2. UPDATE: The problems with doing your own estate planning

    UPDATE: The problems with doing your own estate planning

  3. UPDATE: The problems with doing your own estate planning

    UPDATE: The problems with doing your own estate planning

  4. Joseph A. Fernandez of BNY Mellon Wealth Management Named Banking Power Leader by South Florida Business Journal

    Joseph A. Fernandez of BNY Mellon Wealth Management Named Banking Power Leader by South Florida Business Journal

  5. Leaving An IRA to Charity

    Charitable giving can become messy when it involves multiple beneficiaries and retirement and nonretirement assets.

  6. CORRECTING and REPLACING Financial Advisor Magazine Recognizes Strategic Wealth Partners in $1 Billion Asset Category

    CORRECTING and REPLACING Financial Advisor Magazine Recognizes Strategic Wealth Partners in $1 Billion Asset Category

  7. UPDATE: There's no time like the present to update your estate plan

    UPDATE: There's no time like the present to update your estate plan

  8. Walter & Shuffain, P.C., Named To Accounting Today’s 2017 Best Accounting Firms To Work For

    Walter & Shuffain, P.C., Named To Accounting Today’s 2017 Best Accounting Firms To Work For

  9. Aspiring financial advisers should learn these 3 things as soon as they can

    Aspiring financial advisers should learn these 3 things as soon as they can

  10. UPDATE: The fiduciary rule is about more than adviser pay. Here's why that matters

    UPDATE: The fiduciary rule is about more than adviser pay. Here's why that matters

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