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
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Martin M. Shenkman, Ed MorrowSometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
August 15, 2017
Will LPL’s New NPH Reps Stay or Go?Industry specialists debate how the move to a self-clearing firm could impact the 3,200 reps.
August 15, 2017
Brokerage ‘Kickbacks’ From Exchanges Draw ScrutinyWilliam Galvin of Massachusetts has written to Fidelity, Schwab, Morgan Stanley and others asking how they route orders to exchanges.
August 15, 2017
More Americans Increase Retirement Savings: BankrateTwenty-seven percent have increased contributions this year, the highest level in six years.
August 11, 2017
What to Do When Clients Lie"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
July 31, 2017
Mobile Bank Startup Eyes National Bank StatusVaro Money applied for a national bank charter, setting the stage to be the first mobile-native bank to go national.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
Treasury to Wind Down Obama MyRA ProgramDemand for and investment in the myRA program has been extremely low, Treasury said.