Structured products in retirement planning: when do they make sense?
Each month at Wealth Professional, we focus on a topic we believe to be especially relevant to advisors now. This June, we’re focusing on structured products. When it comes to…
Structured Products Bridge the Gap Between Institutional Retirement Planning and Retail Investor Needs
This June, Wealth Professional is dedicating its focus to structured products, a financial instrument increasingly recognized for its potential to address complex retirement planning challenges, mirroring solutions previously confined to…
Dual Spousal Lifetime Access Trusts: A Strategic Estate Planning Tool for High-Net-Worth Couples
High-net-worth (HNW) and ultra-high-net-worth (UHNW) couples are increasingly exploring sophisticated estate planning strategies to preserve wealth for future generations while maintaining flexibility and access to their assets. Among these advanced…
David W. Karr Charts Equitable Advisors’ Growth Trajectory, Championing Supported Independence and Holistic Financial Planning
David W. Karr, Chairman of Equitable Advisors, the prominent wealth management arm of Equitable, is at the helm of a strategic expansion that is reshaping the landscape of financial advisory…
Planning and Scaling Up Top-Quality Solar Panel Recycling
The global transition toward renewable energy has reached a critical inflection point, as the first generation of mass-installed solar photovoltaic (PV) modules approaches the end of its operational lifespan. As…
Professor Christopher R. Hoyt Recognized for Decades of Distinguished Service in Tax Law and Estate Planning
Professor Christopher R. Hoyt, a distinguished figure in the legal academic community, has been lauded for his extensive contributions to the fields of federal income taxation and business organizations. For…
Bluespring Wealth Acquires Synthesis Wealth Planning, Expanding Footprint in New Jersey and Florida
Bluespring Wealth has announced a significant strategic acquisition, agreeing to purchase Synthesis Wealth Planning, a prominent Kestra Financial-affiliated advisory firm headquartered in Morristown, New Jersey. This latest move marks Bluespring’s…
Estate Planning Needs to Evolve to Meet the Growing Wealth of Women
The landscape of wealth ownership is undergoing a significant transformation, with women increasingly at the forefront of asset accumulation, business leadership, and the stewardship of family legacies. This seismic shift…
Key West Navigates Federal and State Climate Policy Constraints Through Strategic Energy Planning and Local Resilience
The City of Key West, situated at the southernmost point of the continental United States, finds itself at a critical juncture where geographical vulnerability meets a complex and often contradictory…
Proactive Planning for Live-In Care: A Crucial Element for UHNW Families
For ultra-high-net-worth (UHNW) families, strategic planning typically encompasses wealth preservation, intricate estate planning, and seamless succession management. These discussions involve not only immediate family members but also a network of…
