Advisor on Mission to Make Clients—Yours and Hers—Happier
Donna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and Trusts
An advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
Addressing the Worries of Charitable Clients
Many charitably inclined Americans are concerned about the effectiveness of their philanthropic endeavors, UBS says.
Under the Hood: What You Need to Know About Wills, Pt. 2: Real Estate, Bequests
Even though you as an advisor may not be the primary estate planning team member, you are in a unique position to add value.
IRS Simplifies Filing for Americans in Canadian Retirement Plans
Americans saving in Canadian plans now qualify for automatic tax deferral similar to 401(k) and IRA participants.
Top 20 Colleges With Most Billionaire Alumni
You don't have to have a college degree to become a billionaire, but these schools, mostly in the U.S., have churned out many of them.
Tax Extenders Bill in Jeopardy as Debt Limit Looms
“No one has any idea how to pay for that,” one analyst says.
Tavakoli Turns Her Fire From Crony Capitalists to Muslim Fundamentalists
New book by structured finance expert discusses the ‘Unveiled Threat’ of a woman who knows how to follow the money.
Under the Hood: What You Need to Know About Wills, Pt. I: The Checklist
Financial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
U.S. Pensions Pulling Back on Alts as Rest of World Piles In: Survey
The view on alternative investments is one of several areas where U.S. institutional investors diverge from those abroad, a study found.