7 Critical Insights on How Wealthy Families Talk About Money (or Don’t)
The communication gap in many high-net-worth families fuels conflict and isolation, SEI finds.
Choosing Technology for Your Advisory Firm—CRM and Financial Planning
Both software tools sit at the center of a planner’s practice. Here are some issues to consider, and resources to help you decide.
U.S. Bank Offers HNW Families Thematic Investment Exposure
Partnership with Motif Investing will develop portfolios around seven long-term trends.
Top 15 Charities for 2014 Fundraising
Donor-advised sponsors have elbowed their way into the top ranks of U.S.-based charities, according to The Chronicle of Philanthropy’s list of the 400 top nonprofits.
IRS Announces 2016 Tax Rates, Exemptions; Boosts LTC Deductions
Low inflation leads to slight increases for top income tax rate and estate tax exclusion, but higher deductions for eligible long-term care premiums.
USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their Families
The Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
Now Is the Time for Charitable Lead Trusts
For clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
How Inheritances Influence Retirement Preparedness
At the population level, bequests don't make much of a dent in retirement insecurity, the Center for Retirement Research found.
There’s Gold in Them Thar Hills. And Art. And Condos.
Gold has taken a back seat to fine art and high-end residences as a store of wealth. Are you helping clients manage those assets' risk?