Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
Citigroup Earnings Miss as Bond Trading Slump Slows Recovery
Net income at Citigroup more than doubled to $2.69 billion from $1.2 billion a year earlier.
An Advisor’s Role: Keeping Clients From Making Big Mistakes
Planner James Wilson says his primary role as a financial advisor is to keep his clients from making big mistakes, like divorce, that can derail their retirement plans.
U.K. Lawmakers Call Murdoch ‘Not Fit to Lead’
Rupert Murdoch was called “not a fit person” to lead a major international corporation by U.K. lawmakers in a report that could also affect the company’s fitness to hold its broadcasting license.
Is a Pension Annuity Worth It?
Towards the end of the 17th century, politicians and bureaucrats in the City of London were facing a problem not unlike the one faced by many aging cities in the early 21st century.
CLATs: A Leading Estate Planning Strategy for Wealthy Clients
Why a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.
Alexandra Lebenthal is as excited as she is frustrated: "This is an entrepreneurial oxymoron!" she exclaims. "The Lebenthal name in a startup company! I feel...