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
Attendance Soars at FPA Retreat
By James J. GreenIt appears that the long drought for live advisor conferences may be over. Marv Tuttle, CEO of the Financial Planning Association, said April 22 that there were 360 planners attending the FPA's annual Retreat this year.
April 21, 2010
4 ways to build trust through your Web sitePrice, product, convenience, and understanding a policyholder's needs are just a few of the reasons why a consumer might buy from one agent instead of another. Underlying every reason is one constant: Trust.
April 21, 2010
4 ways to build trust through your Web sitePrice, product, convenience, and understanding a policyholder's needs are just a few of the reasons why a consumer might buy from one agent instead of another. Underlying every reason is one constant: Trust.
April 21, 2010
Wells Fargo, Weighed Down by Sour Loans, Posts Drop in ProfitWells Fargo & Co., still sorting through Wachovia's sour consumer loans, said Wednesday, April 21, that first-quarter earnings fell 16% to $2.54 billion.
April 20, 2010
FINRA to Investors in Reverse Convertibles: Caveat EmptorWhile the high yields are attractive for some investors, it is essential to understand all of the risks behind the high yields of reverse convertibles. Enter with eyes wide open.
April 20, 2010
As Goldman Fraud Case Raises SEC Self-Funding Issue and Reform Bill Looms, Schapiro Talks ReformIn exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and SEC staffing
April 20, 2010
The Mille MigliaItaly's famed 1,000-mile long vintage racecar rally has its roots in the Brescia Automobile Club, which launched the first race in 1927.
April 19, 2010
When Crafting The Estate Plan, Bring The Kids To The TableMost well-crafted estate plans incorporate copious amounts of paperwork: wills, trusts, powers of attorney, health care proxies and other key documents.