News, Vision & Voice for the Advisory Community


RIAs better get ready in 2023 for a shocking 2026 wakeup call -- and a killer opportunity -- as '$26-million' estate tax exemption expires

RIAs got a hiatus from worrying about estate issues but also lost a value proposition; both the headaches and the chance to intervene are back and need addressing before impact

Author Guest Columnist Steve Lockshin May 26, 2023 at 8:41 PM
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Steve Lockshin: There is rarely a chance to achieve a 40%+ immediate return for clients with no increase in portfolio risk.
Brooke Southall and Keith Girard contributed to the editing of this article.

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