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
Fiduciary Provision Heads to House-Senate Conference
By Kate McBrideCommittee for the Fiduciary Standard urges legislators to 'adopt House provision.'
June 10, 2010
Beige Book Report Sees Modest Economic Growth NationwideFinancial activity little changed, but a few Fed districts note a modest increase in lending
June 07, 2010
LPL Financial IPO: Stock Market OverviewThe number of IPOs so far has surged, comparing favorably to 2007's rate
June 07, 2010
LPL Financial IPO: Market OverviewBy Joyce Hanson From an overall market perspective, LPL Financial's $600 million listing on Friday, June 4, arrives during a period of volatility, with a boomlet...
June 07, 2010
LPL Financial's IPO: Market OverviewFrom an overall market perspective, LPL Investment Holding Inc.'s $600 million listing arrives during a period of volatility, with a boomlet of financial services IPOs in the first four months of 2010 followed by a steep fall-off in May.
June 04, 2010
AEF Says Donor Advised Funds Surge as Charitable Contributions RiseFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
May 26, 2010
Proposed Rule Changes Will Alter Plan Sponsor-Service Provider DynamicService providers will have to disclose fees and explain conflicts of interest.
May 26, 2010
Independent Fiduciary Symposium Keynote Stephen Covey Talks TrustSetting at Museum of American Finance almost steals the show.