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
Northwestern Mutual to Recruit 5,000 Finance Professionals in 2012
By Joyce HansonAgainst a backdrop of high U.S. unemployment along with a shortage of job creation, Northwestern Mutual expects that more than 50% of the new financial representatives will be career changers.
January 31, 2012
TRUST: Don't Leave Home Without ItHere are three principles you can follow to develop trust.
January 27, 2012
Fidelity Hires Away Trust Co. Senior Sales Exec OrosIn a surprise move on Friday, clearing and custodial firm Trust Company of America announced that vice president of national sales Bob Oros is leaving to become EVP of RIA sales and relationship management at Fidelity Investments.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 20, 2012
IMCA Conference Comes to NYC Featuring Ezrati, GolubIMCA will bring a wealth of speakers to its Jan. 30-31 consultants conference on Times Square in New York City.
January 17, 2012
Collective Investment Trusts: To Trust or Not to Trust? (U.S. News)Collective investment trusts, or CITs, might take off this year, as 401(k) managers look for lower-cost options. But are they safe?
January 13, 2012
Heritage Planning Pt. 4: Creating a Family Story and LegacyFor your consideration: the process of creating a familys living chronicle for the client and the client's familya heritage statement
January 12, 2012
Dog Bites Man! TDFs Fail ExpectationsTarget date funds, already the subject of controversy for failing to deliver promised returns, took another turn for the worse in 2011.