Fidelity Investments saw assets in its funds rise by $1 trillion over the past year and revenue jump to a record high.
Over the next few decades, the United States will witness one of the largest transfers of wealth in history.
Wells Fargo did everything by the book when it managed a massive, ever-growing trust fund on behalf of the children of the Seminole Tribe of Florida.
Estate planning can be complicated — and not just for the rich. An estate is anything that will be left to heirs after death.