Clinton’s Estate Tax Plan Doesn’t Address Her Own Tax Planning
The Clintons would be liable for higher estate taxes under Hillary's proposal to increase taxes on high-income taxpayers.
States Can Impose an Estate Tax, Too
Many advisors and their clients focus solely upon the impact of federal estate taxes—to their potential detriment.
Love the Internet of Things? So Do Identity Thieves
The methods to steal your HNW clients’ identity have mushroomed; here’s what advisors and their clients should know.
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.