Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Variable annuities and trusts: The basics
By Ed McCarthy, CFP, RICPWhy you need to know about trusts and what it can mean to you and your clients.
February 23, 2015
Align your marketing perception with realityHow do we ensure that our value proposition is heard by others in the same way we see it?
February 18, 2015
How to best serve your clients: Reflections on a long careerBe conscious of your brand and hone your communication skills and packaging towards the ultimate goal of establishing trust.
February 18, 2015
How to best serve your clients: Reflections on a long careerBe conscious of your brand and hone your communication skills and packaging towards the ultimate goal of establishing trust.
February 13, 2015
Risk Management Tips for HNW Home RenovatorsThere are concrete steps that homeowners can take before, during and after construction to help ensure they are prepared for all contingencies.
February 09, 2015
Soaring Fine Art Values Demand More Frequent AppraisalsFrom an insurance standpoint, sharply rising art values (and fine jewelry, for that matter) call for more appraisals. A little diversification wouldnt hurt, either.
February 02, 2015
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—SlideshowThe repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that dont recognize same-sex marriageof which there are still 15they may still require the kind of complex financial planning they required before the...
February 02, 2015
Rainbow Warriors: Working With LGBT ClientsInvestment Advisors February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.