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
Spectrem Index Shows Wealthy Investors More Confident, but Still Cautious
By Janet LevauxThe Spectrem Millionaire Investor Confidence Index advanced 5 points in April to negative 1, the highest level since December 2007, when it stood at 8.
April 27, 2010
Home Prices Fell Slightly in February, Case-Shiller Index ShowsThe Standard & Poor's/Case-Shiller Home Price Index of 20 cities showed Tuesday, April 27, that prices in February were down 0.1% from January on a seasonally adjusted basis.
April 27, 2010
Ameriprise, Waddell & Reed, and optionsXpress Post ResultsA trio of financial services companies reported their quarterly results on Tuesday, April 27. Ameriprise Financial and Waddell & Reed Financial posted solid earnings, while optionsXpress Holdings disappointed with a small drop.
April 27, 2010
Goldman Trader Tourre Denies SEC Fraud Charges in Congressional TestimonyA Goldman Sachs vice president, Fabrice Tourre, who was named in the SEC's civil suit against Goldman, told a Senate Subcommittee on Tuesday, April 27, that he denies the SEC's allegations.
April 26, 2010
IRA Assets Now Surpass 401(k)s, Report ShowsIRA assets now trump their 401(k) counterparts due in part to rollovers from job separations, according to a new report from Cogent Research.
April 26, 2010
Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUMStifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.
April 23, 2010
Stocks Rise on Economic Reports and Greek Bailout RequestWith Greece formally requesting a bailout package and positive economic reports in the U.S., stocks across Europe and the U.S. rose Friday, April 23, but uncertainties over Greece's long-term stability dented the bond market.
April 23, 2010
Sales of New Homes Rise at Fastest Pace in 47 YearsThe drumbeat of positive news in the housing market continued for a second day, as sales of new homes in March had its biggest monthly jump in 47 years, the Commerce Department reported Friday, April 23.