Quiet Trusts Need Not Be Silent: The Delayed Notification Option
The option to delay notification to beneficiaries offers unique advantages, but clients should clearly understand the drawbacks of keeping a trust quiet.
Jeremy Siegel: Stocks Could Jump 15% This Year if Earnings Rise
With a rebound in the energy sector, investors could see some upside, the Wharton finance professor says.
Swiss Order UBS to Give Up Client Details
UBS Group is fighting a demand that it provide information on French clients to tax authorities.
Estate, Legacy Planning Tech Startup Everplans Gets $6.4M Investment
An online service with more than 100 firms as clients gets Series A funding from insurance firms' VC arms.
How Chinese Students Are Helping to Save America's Colleges
The rising number of Chinese students at American colleges is driven in part by big cutbacks in government aid for state universities.
Morgan Stanley Expanding Philanthropy Efforts for Clients
The wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
Beyond 401(k)s, Merrill Boosts Offerings to Corporate Clients
The wirehouse has created a new executive post to increase banking, wealth management and "financial wellness" services for corporate clients and their employees.
Asia-Pacific HNW Population Now Tops North America’s
The Asia-Pacific region now has the greatest wealth and population of high-net-worth investors, according to Capgemini’s latest World Wealth Report.
Who’s Tracking IRA Basis? Enter the Advisor
Rollovers, conversions, nondeductible contributions and inherited accounts can all impact how distributions are taxed.
Excess 529 Plan Funds: Putting Them to (Tax-Preferred) Work
The rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.