Hybrid Firms: What Are You Getting for Your Pay Cut?
"We’re willing to be in the trenches with our advisors," says Stratos CEO Jeffrey Concepcion, who recently helped an advisor win a $35 million account ...
Post-DOMA’s Demise, Prepping Your Practice to Meet the Needs of Same-Sex Couples
In part two of our series, assessing the unique advice needs of these couples and presenting the best tax, estate and retirement planning strategies.
Have a Strange Gift for a DAF? Fidelity's Interested
Traditionally it was highly appreciated company stock; now, it might be a grain elevator.
How Bad Was Financial Crisis? $30 Trillion Lost Bad: Dallas Fed
The cost of the crisis may top the value of one year of the country’s economic output when hard-to-measure factors are included, according to an economist with the Federal Reserve Bank of Dallas.
The Clock Is Ticking on GRATs
The current low interest rate environment may present a problem for many planning scenarios, but a grantor retained annuity trust can actually thrive in such an environment, at least for now.
10 Wealth Planning Tips for a Post-DOMA World: Aspiriant
Aspiriant LLC has provided this checklist to help the RIA's 40-plus advisors nationwide re-set the clock with clients whose lives will change as a result of DOMA’s repeal.
Implications for Clients of the Threat to Stretch IRAs
As the Obama administration’s tax-raising focus has shifted to proposals that would eliminate the stretch IRA, here are a few simple estate planning steps that clients can take to minimize the fallout.
Schwab, Fidelity Donor-Advised Funds Report Strong Results
Donors are taking advantage of higher market performance to give appreciated assets to charitable funds.
FASB Proposal on Life Insurance Accounting: Are Higher Premiums Next?
An FASB proposal prompts many in the industry to wonder if today’s permanent life insurance premiums are as cheap as they will ever be.
Financial Planners Waste No Time After DOMA Ruling
Hart Patterson Financial Services began calling clients immediately following the Supreme Court’s decision on gay marriage.