Advisor's Edge

What industry change would you like to see?

Advisor's Edge

What industry change would you like to see?

Industry talk with new and veteran advisors

By Michelle Schriver |March 27, 2020

2 min read

Part-time advisor’s business income doesn’t justify ‘staggering’ expenses

Advisor's Edge

Part-time advisor’s business income doesn’t justify ‘staggering’ expenses

A Tax Court case shows what can happen to unsupported claims

By Jamie Golombek |March 27, 2020

3 min read

Navigating cash takeover offers for shares

Advisor's Edge

Navigating cash takeover offers for shares

Take the money and run

By Al and Mark Rosen |March 27, 2020

3 min read

Dealing with no-contest clauses

Advisor's Edge

Dealing with no-contest clauses

What is a no-contest clause, and what do executors need to know?

By James Dolan |March 27, 2020

4 min read