Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

PG&E employs AI-driven platforms like SNAP, built on Palantir Foundry, to enhance grid planning and risk assessment across reliability, wildfire, and safety concerns. Integrated asset and investment ...

Philadelphia-based Wescott Financial Advisory Group is acquiring Harleysville, Pennsylvania-based Asset Planning Services in a deal that gives Wescott access to a niche client base made up of Merck & ...