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
NFIB Index Shows Optimism of Small Businesses at 19-Month High
By Joyce HansonBut April rebound is not enough to pull small businesses out of economic slump, economists say
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.
May 05, 2010
Huntington Bank Opens Family Office in Columbus, OhioHuntington National Bank in Columbus, Ohio, has opened the Huntington Family Office, initially to serve high-net-worth individuals and families in the Columbus area before expanding into other Ohio markets in the near future.
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
Profits at Calamos, AllianceBernstein Surge in Q1Calamos gets boost from rise in AUM; AllianceBernstein benefits from market resurgence and cost-cutting.
May 04, 2010
Pending Home Sales Surge; Factory Orders JumpExpiring tax credit maintains spell on home buyers; rise in orders is unexpected