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
Q1 2011 Earnings: Genworth Profits Fall 54%; Mortgage Losses a Factor
By Joyce HansonGenworth Financial Inc. disappointed analysts with Q1 2011 earnings per share of $0.17 versus expectations for EPS of $0.21, partly due to mortgage losses.
April 30, 2011
Why family mattersUnderstanding the role family considerations play and how to plan for a client's family circumstances can increase your value as an advisor.
April 29, 2011
A Breach of TrustBack in the old days a Greek philosopher named Sextus Empiricus wrote that, "The wheels of justice grind slowly, but exceedingly fine."
April 29, 2011
A Breach of TrustBack in the old days a Greek philosopher named Sextus Empiricus wrote that, "The wheels of justice grind slowly, but exceedingly fine."
April 29, 2011
Estate Planning Expert Cautions on Tax Shelter UseAt Conference on Philanthropy, Jonathan Ackerman says some shelters can harm clients.
April 27, 2011
National Advisors Trust Adds Envestnet UMA, Trust Officers for RIAsConference attendees get peek at new multi-custodian CRM system, AdvisorDesk, too.
April 22, 2011
AIG Tries to Sell ‘Collateralized Death Obligations’Securitization of life settlements raises ethics, fraud concerns among critics.
April 19, 2011
U.S. Trust Survey Points to Gaps in Advisor Service to Wealthy AmericansEstate, wealth transfer, next generations not being financially nurtured; creating opportunity for holistic wealth managers.