10 Top Trusts and Estates Trends for 2015
Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states’ laws.
China ETF Demand Overwhelms Quota as Premium Surges
The largest U.S. ETF that tracks mainland Chinese stocks has jumped to a record premium as unprecedented demand forces fund manager Deutsche Bank to all but stop taking in new money.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
3 Trends for Newly Wealthy Families
With most U.S. wealth being first-generation wealth, it’s not about preparing the money for the family so much as preparing the family for the money.
Beware of ‘Cliff’ in New York’s New Estate Tax Law
Wilmington Trust’s Sharon Klein considers some implications of the new state law, with one dangerous tax trigger at the edges.
India Budget: Bond Prospects Excite Investors, but Infrastructure a Challenge
India has not been a huge bond issuer and therefore is a very small part of emerging market indexes. That may be about to change.
Parliamentary Elections Underscore Challenges for EU
The worst of the European financial crisis may be over but results of the recent European parliamentary elections suggest the EU still has many challenges to contend with going forward.
Why Azerbaijan’s Debut Eurobond Succeeded
Azerbaijan’s recent 1.25 billion euro, 10-year Eurobond did remarkably well — and not just because the largest nation in the Caucusus region has oil.
3 Charity Strategies to Cope With Rising Taxes
Clients are showing particular interest in these three tax planning techniques, says Carol Kroch of Wilmington Trust.
Chile’s Economic Success Gives Upside to Future Investors
Chile is set to embark on a new and decisive economic and social chapter in its history.