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
Stephen Covey Opens Independent Fiduciary Symposium Emphasizing Trust
By Kate McBrideIt was a refreshing change to see Stephen Covey speak in an intimate setting in a room with about 45 people as he kicked off the Independent Fiduciary Symposium on Tuesday, May 25.
May 18, 2010
New Greenway Family Office Serves HNW Clients in St. LouisThe multi-family office focuses on ways a family's financial capital can support its human and social capital.
May 17, 2010
Bull Run in Equities Ignites Charitable Planning OpportunitiesAccompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.
May 17, 2010
R-E-S-P-E-C-T: What the Insurance Industry Can Do To Earn It BackPerhaps 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 16, 2010
R-E-S-P-E-C-T: What the Insurance Industry Can Do To Earn It BackPerhaps 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 13, 2010
Blue Vault Report: Non-Traded REITs Market Sees 12 New Offerings in 2009A record number of non-traded real estate investment trusts were launched in 2009, adding 12 new REITs to the universe of 36, independent research firm Blue Vault Partners announced this week.
May 12, 2010
Barclays Wealth Adds an Advisor in Florida OfficeBarclays Wealth has tapped a former JP Morgan advisor, Gary Krieger, to serve as a director and investment representative in its Palm Beach, Fla., office.
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