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
Home Builders' Confidence Index Plummets to Lowest Point Since April 2009
By Joyce HansonThe National Association of Home Builders (NAHB)/Wells Fargo housing market index showed builders' confidence in the single-family housing market dropped to its lowest point since April 2009, down two points to a reading of 14 in July.
July 01, 2010
LPL Financial's IPO: The Competitive EquationThe parent company of the largest independent broker/dealer, LPL Financial, filed an S-1 statement with the SEC on June 4 to go public via an...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
June 30, 2010
Why the first four minutes matter (part 1)Have you ever gone to an appointment and known instinctively in the first few moments that your prospect would buy from you?
June 23, 2010
Merrill-Capgemini World Wealth Report Shows High Net Worth Individuals Recouping 2008 LossesThe world's richest people regained their wealth in 2009, nearly recouping all 2008 losses, Merrill Lynch and Capgemini said in a World Wealth Report released June 22.
June 22, 2010
Existing Home Sales Fell 2.2% in May on Expiration of Tax CreditExisting home sales fell 2.2% in May after the federal tax credit for home buyers ended April 30, the National Association of Realtors (NAR) reported.
June 16, 2010
Fidelity Says Investors Stuck by Their Advisors after Market BottomAdvisors expect higher taxes and regulations to change their way of doing business.
June 15, 2010
Preparing for the Coming Tax IncreasesWith increases looming, wealth managers need to help clients be aware and plan for the inevitable.