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
R-E-S-P-E-C-T: What the Insurance Industry Can Do To Earn It Back
By Jeff ZilkaPerhaps it's a casualty of the long battle over national health insurance reform. Maybe discontent over escalating insurance premiums triggers it. But whatever the reasons, most Americans simply don't trust the insurance industry.
May 11, 2010
Investors Capital Advisory Hits $1 Billion in AUM; ICA to Host First Women's ConfabInvestors Cap, which has some 550 independent advisors, will host women's conference in Boston
May 11, 2010
NFIB Index Shows Optimism of Small Businesses at 19-Month HighBut April rebound is not enough to pull small businesses out of economic slump, economists say
May 11, 2010
U.S. Job Openings Continue Rise in March With Increase of 47,000Departures also totaled 47,000, offset by 231,000 more hires, Bureau of Labor report shows
May 11, 2010
Thomson Reuters Unveils Advisor Tool for ProposalsThomson Reuters has released a new proposal generator for financial advisors called PropGen. The software is meant to help advisors create business pitches for prospective and existing clients in a few minutes.
May 11, 2010
Fidelity Separates Asset Management From DistributionAbigail Johnson promoted to head all of distribution; Ronald O'Hanley hired to lead asset management and corporate services.
May 10, 2010
Global Link Forum on Closed-End Funds and Global ETFs Has Record AttendanceThere was record attendance at the 9th Annual Closed-End Funds and Global ETFs Forum on Wednesday, April 28, held at the Metropolitan Club.