Latest News and Press Releases

Highlights of a recent MDRT survey on consumer sentiment around estate planning and the Great Wealth Transfer.

New approach provides senior home equity access, measurable community impact, and selective real estate investment opportunities.

Peak American promotes John Congdon to Senior Wealth Advisor, boosting the Plano-based firm’s retirement strategy expertise and boutique client service.

Parsippany, NJ , Sept. 15, 2025 (GLOBE NEWSWIRE) -- Weiner Law Group LLP, a premier New Jersey law firm, is proud to announce its dedicated services for individuals navigating complex, high-asset...

InsMark and Cornerstone Financing announce the integration of CHEIFS into the Wealthy and Wise® advanced financial planning platform today.

St. Louis, MO, April 22, 2025 (GLOBE NEWSWIRE) -- Cordell & Cordell, the nation's largest family law firm* with offices throughout the U.S., is expanding its services to include Estate Planning,...

Dublin, March 19, 2025 (GLOBE NEWSWIRE) -- The "Wealth Management Market by Service Type (Estate Planning, Financial Planning, Investment Management), Delivery Model (Human Advisory, Hybrid, Robo...

Cornerstone Financing announces the continued expansion of its CHEIFS product into new states: South Carolina, Nevada, Oregon, and Vermont.

Cornerstone Financing has been approved to originate in Ohio, reflecting the company’s commitment to broadening access to its innovative CHEIFS.

Phoenix, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Asset Preservation Wealth & Tax, a leading high net worth financial advisory firm, accelerates its national expansion by opening new offices in four...