Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Custodians Offer More Trust Services to BDs and RIAs
By Joyce HansonEnhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.
August 07, 2012
Genworth Launches Trust Business for Indie AdvisorsAdvisors worried about losing client assets to corporate trustees seek relationships with firms who will support their primary relationship with clients, says Genworths Brad Wheeler.
July 26, 2012
Joint Education Events: The Importance of the InvitationScreening the list of potential invitees and branding the invitation properly ensures a successful event.
June 24, 2012
Power Questions: Better to Ask Than to TellPower questions can help you build better business relationships.
June 24, 2012
Power Questions: Better to Ask Than to TellPower questions can help you build better business relationships.
June 22, 2012
Start Spreading the NewsGain the trust of a CPAs clients through a co-branded newsletter.
June 18, 2012
Advisors, Use This Wealth Transfer Strategy While You CanThe Obama administrations signals on whats ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.
June 07, 2012
Seniors Want a Trusted AdvisorAccording to the latest survey, seniors are pretty clear in what they want out of an advisor and the number one thing that resonates is someone they can trust.