IN THIS ISSUE: THE RUNDOWN: Tax Law Update, Tips From the Pros and Technology FEATURES: Estate Planning & Taxation and Fiduciary Professions COMMITTEE REPORT: Elder Care / Special Needs and Ultra ...

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.

In this week’s advisor deals and moves, Carson Wealth snags a $608M firm, RIA holding company Aspen acquires its third firm, and a $580M RIA joins Sanctuary’s independent partner channel.