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
NAIC to Investigate Insurers Over Deceased Veterans' Benefits
By Marlene Y. SatterThe National Association of Insurance Commissioners will establish a working group "to examine a life insurance claims settlement practice involving the use of retained asset accounts." Of particular concern to the group is consumer disclosure.
August 06, 2010
CFP Launches '25 Tips Over 25 Weeks' Consumer Financial Planning InitiativeThe Certified Financial Planner (CFP) Board of Standards is commemorating its 25th anniversary with a "25 tips over 25 weeks" consumer advocacy program.
August 06, 2010
Fiduciary Thinker: Scholar Tamar FrankelOne of Wealth Manager's 50 Top Women in Wealth for 2010, Tamar Frankel has been in demand for decades as a top scholar in fiduciary law
August 05, 2010
Merrill Lynch Webcast Panelists Expect U.S. Taxes to RiseMerrill Lynch Wealth Management assembled a panel of experts for a Webcast on Monday, July 19, to discuss why they believe taxes will rise, what form these increases are likely to take and how higher rates may affect taxpayers.
August 04, 2010
Five Seaworthy Questions to Ask Yacht OwnersLowering yacht-related expenses while maintaining a valuable investment.
August 03, 2010
Income, Spending Flat in June as Pending Home Sales, Factory Orders FellBullish economic news was not to be found on August 3 as personal income and spending were reported flat in June while wages paid fell. Pending home sales declined, and factory orders fell for the second month in a row.
August 02, 2010
Principal Financial Q2 Earnings disappointDespite remaining in the black during the economic downturn, Principal Financial Group, Inc. reported disappointing second quarter earnings on Monday, August 2.
August 02, 2010
HighTower to Partner With Morse, Towey & White, a 5-Member UBS Team From New YorkIn its continuing drive to welcome breakaway wirehouse brokers to its ranks, HighTower announced its 15th partnership, this time with Morse, Towey & White, a five-member, $1 billion wealth management team from UBS.