Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
6 trusts you should know about
By Donald F. CadyWhich trust is right for your client? Learn how the big six work during lifetime and upon death.
August 01, 2013
Is it too late for a fiduciary standard?The SECs problem dates back to 1999, but the DOL beat it by a full generation.
August 01, 2013
Is it too late for a fiduciary standard?The SECs problem dates back to 1999, but the DOL beat it by a full generation.
July 31, 2013
Measuring the immeasurableThere are sales metrics you can measure, and then theres everything else.
July 25, 2013
Connect, then leadNew research shows that effective leaders begin by establishing a connection.
July 24, 2013
New Tools Ease 401(k) Cost Comparison for AdvisorsLincoln Trust launched a free plan comparison tool that allows financial advisors to compare various cost components between different 401(k) plans.
July 11, 2013
Bill Miller, Legendary Fund Manager, Back on TopBill Miller, the Legg Mason fund manager who beat the S&P 500 for 15 years straight before seeing his fund massacred by the financial crisis, is proving you can't keep a good manager down, says The Wall Street Journal.
July 10, 2013
Cerulli: Bank Trust Assets Reached $2.3 Trillion in 2012Bank trust companies are doing well, but threats for RIAs linger.