Mostly cloudy
By David A. SaltzmanThe Apple World Wide Developers Conference (WWDC) wrapped up last week and all of the buzz was about "the cloud." To be more precise, the theme was the "iCloud."
June 15, 2011
Donor Advised Funds: Maximize the Tax Benefits, Build a LegacyA DAF allows clients to create their own version of a family foundation.
June 15, 2011
Estate Planning: Time Running Out on $5 M Gift-Tax ExemptionDefective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.
June 14, 2011
Advisors: change is coming -- you ready?A big part of my job is connecting with you, the advisors who read this magazine.
June 14, 2011
Give the customer what they need; not what you think they wantVacation this year made me think occasionally about customer service, as the site of this year's family trip was Disney World
June 14, 2011
Advisors: change is coming -- you ready?A big part of my job is connecting with you, the advisors who read this magazine.
June 14, 2011
Brokers Beware: Clients and Prospects Can Easily Find Your Disciplinary Histories on the WebWill FINRA’s new web-accessible discipline database be a benefit or burden to your brokerage business?
June 14, 2011
Why SEC’s June 22 Meeting Will Dramatically Alter Life for AdvisorsThe vote on the big ‘switch’ means big changes for the investment advisory profession.
Commentary