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
When Crafting The Estate Plan, Bring The Kids To The Table
By Warren S. HerschMost well-crafted estate plans incorporate copious amounts of paperwork: wills, trusts, powers of attorney, health care proxies and other key documents.
April 05, 2010
What Boomers WantYou want to attract new boomer clients, but you aren't sure what they're looking for.
April 02, 2010
Global Private Equity Showed Signs of Reawakening in Q1Fundraising picked up in 2010's first quarter, but investment environment remains challenging
April 01, 2010
Five and FiveIn today's turbulent times we all want something we can really count on. Well, since we can always count on our fingers, let's assign each...
March 31, 2010
Curian Capital Introduces Risk-, Inflation-Focused PortfoliosCurian Capital, a Denver-based asset management firm, has added two products to its stable of custom portfolios
March 31, 2010
7 ways to warm up a cold prospectSuccessful salespeople understand that making the sale has much more to do with developing trust and rapport than it does with issues of lowest price, highest quality or the largest company.
March 31, 2010
Make this your game-changing selling yearIn a recent Webinar survey I conducted, attendees identified the two biggest sales challenges they face:
March 31, 2010
How to warm up a cold prospectHere are seven easy tips to build rapport and break the ice with prospects.